Lou Valente, MBA, PFP, CFP

Vice-President, Investment Advisor

519-252-4011 | Email me
519-252-3672
1-800-265-0890


Lou graduated from the University of Windsor in 1982 with an Honours Bachelor of Commerce Degree.  He also earned a Master of Business Administration in 1985.  Lou is committed to furthering his knowledge and experience having earned the designation of Personal Financial Planner and Certified Financial Planner.  He has also received his Insurance License.  Lou entered the financial services industry in 1985.  Lou's primary focus in the day-to-day management and review of client's portfolios. 
 
 
 

Betty Ann Valente, CFP, PFP

Associate Wealth Advisor

519-252-3662 | Email me


Betty Ann's extensive experience has provided her with an in-depth understanding of the industry in general and of the importance of meeting the needs of individual clients.  Betty Ann is committed to furthering her knowledge and  experience having earned the designation of Personal Financial Planner and Certified Financial Planner.  She has also completed the Wealth Management Essentials course and has received her Insurance License.  Betty Ann entered the financial services industry in 1976.  She  focuses her efforts on wealth management, estate planning and financial planning.
 
 

Ishwar Jagpal, MBA

Associate Investment Advisor

519-252-3195 | Email me

Ishwar is an experienced professional with over 25 years of financial management experience, serving the Windsor and Essex County market. He began his financial services career in the Estate and Trust division of one of Canada’s leading Trust Companies. Ishwar holds a Bachelor degree in Science and a Master of Business Administration degree. He has extensive knowledge of estate planning and trust services and is a past executive board member of the Windsor Estate Planning Council. Originally from Malaysia, Ishwar has been in Windsor since 1986. He is fluent in Malay, Punjabi and Hindi. He is also actively involved in events and charitable activities in his community and is a graduate of the Leadership Windsor/Essex program.

Breanne Holmes

Breanne Holmes

Associate

519-252-0177 | Email me

Breanne joined RBC Dominion Securities in 2006 and brings 12 years of experience as an Associate. She is originally from Calgary but recently moved to Windsor, Ontario with her family in the fall of 2017, where she joined our office as a Branch Operations Assistant. Breann​​​​​​e is a graduate of Boise State University with a Bachelor of Science in Health Marketing and was a scholarship athlete in Gymnastics. Breanne’s experience and passion for customer service will be a valuable addition to our team.