Lalonde-Doyon Group

Bassam holds an MBA. He is also a Financial Planner. Bassam became a Private Banker in 2009, putting his diverse experience to serve high net worth clients who seek exceptional, personalized service. His grasp of wealth management is based on his customer service experience, as well as his business knowledge. He is attuned to his clients' financial concerns-whether they revolve around retirement planning or managing day-to day financial needs. Bassam joined the Lalonde-Doyon Group in December 2018.

Bassam is involved in several charitable organizations as a board member of the CHUM Foundation, Administrator/Treasurer of the Gerard-Delage Foundation and Administrator/treasurer of the Canada-Lebanon Chamber of Commerce. He was a Vice-President of the F.E.Lib Foundation from 2013-2016.

Christophe started working with the Lalonde-Doyon Group at the National Bank Financial in 2016 while completing his Bachelor of Business Administration (B.A.A) at HEC Montreal. Promoted to associate investment advisor 2021, he then completed a master's degree in applied financial economics (MSc.), also at HEC Montreal.

Passionate about sports, Christophe had a brief career as a professional soccer player. His athletic background has notably allowed him to develop a work ethic and interpersonal skills. His analytical mind and general knowledge also make him an excellent addition to the Lalonde-Doyon Group

Chloe joined the Lalonde-Doyon group at National Bank Financial in 2017 while she was completing her Bachelor of Commerce Co-Op degree at Dalhousie University. She completed two internships with the team before graduating in 2020. Chloe worked in Cards Portfolio Management and at Private Banking 1859 before ultimately rejoining the Lalonde-Doyon group in 2022 as an Associate Wealth Advisor.

Through both her co-op and post-graduate positions, Chloe gained experience working in both Personal Banking and Wealth Management. As such, she brings a unique perspective to the team, working closely with clients to understand their financial goals.

Julie completed her college studies at Jeande Brébeuf and obtained her bachelors in Management at HEC. Thereafter, Julie jumpstarted her career and worked for CIBC Wood Gundy. Since 2003, she has been an essential part of the Lalonde Doyon team.

Julie mainly handles the transactional activities. Her main tasks involve: phone calls, buying and selling transactions, REORG announcements, Ambassador accounts, funds conversion, correction of transactions, negotiations of interest rates, dividend reinvestments, substitutions, fee verification and any other transaction related activities.

Manon has worked in the financial sector since 1981 and graduated from the Canadian Securities Institute (CSI) in 1987. She made her debut at the National Bank of Canada (BNC) and later at Lévesque, Beaubien (FBN). She joined the Lalonde-Doyon team in April 2011.

Over the years, she has acquired invaluable experience in both financial securities and customer service. Her capacity to solve problems and her daily attention to details definitely add value to clients. Manon continuously keeps up to date with all new applications/software and tools to provide an excellent customer service experience.

Manon is mainly in charge of the quality of our customer service. Her tasks involve: the preparation of monthly portfolio revisions, phone calls, appointments booking, the preparation and update of various documents, monitoring and updating customer files, quarterly bulletins and preparing monthly and quarterly reports for our Dividend Plus portfolios.

Caroline graduated from the Canadian Securities Institute (CSI) and has over ten years of experience in the financial services industry. Caroline also worked for nine years in human resources, which positions her as the designated person to offer a courteous and effective customer service experience while supporting account operations and administrative tasks. Caroline joined the Lalonde-Doyon Group in January 2019.

Caroline handles a wide range of administrative activities. Her main tasks consist in: phone calls, opening accounts, updating client files, seeking for missing documents, electronic and bank transfers, internal and external transfers, RRSP withdrawals, RIF payments, RRSP and RESP contributions and any other administrative duties.

Marilyne holds a diploma of professional studies in accounting. She has been working for National Bank Financial since 2005. Marilyne has held several positions in the operational department as well as the legal department. Her experience at National Bank Financial has helped culminate her excellent customer service.

Marilyne joined the Lalonde Doyon Group in August 2020. She is currently completing her Canadian Securities Course.

Marilyne’s primary role is to manage administrative tasks and facilitate all new client onboarding.

Marie-Josée graduated from Mc Gill University, with a Bachelor of Commerce.  She has had several years of experience in Commercial Banking as an Account Manager.  She joined Lalonde-Doyon Group in November 2020, and is completing her degree from the Canadian Securities Institute (CSI).  Her past experience enables her to offer an effective and personalized customer service experience.

Marie-Josée handles a wide range of administrative activities. Her main tasks consist in: phone calls, opening accounts, updating client files, seeking for missing documents, electronic and bank transfers, internal and external transfers,  RRSP and RESP contributions and any other administrative duties.