About us
For more than 20 years, our team of independent advisors have supported families and individuals with their financial life goals.
Our approach is simple, we listen to your needs and we work together to create a personalized plan adapted to you.
Like family, we’re always there for you.
Meet the Team
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Antonio Paolozza
BRANCH MANAGER
FINANCIAL PLANNERMutual Funds Representative
Financial Security Advisor
Group Insurance and Annuity Advisor
Registered Life Underwriter -
Maria Leo
ALTERNATE BRANCH MANAGER
Mutual Funds Representative
Financial Security Advisor
Group Insurance and Annuity Advisor -
Adamo De Napoli
FINANCIAL PLANNER
Mutual Funds Representative
Financial Security Advisor
Mortgage Broker -
Jean Vachon
Mutual Funds Representative
Financial Security Advisor -
Louise Courchesne
Mutual Funds Representative
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Michael-Anthony Paolozza
Mutual Funds Representative
Our Values
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Trust
Our number 1 goal is to build trust. Trust that you know we’re there for you and the trust that we have your interests in mind.
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Eagerness to Understand
Everything good starts with a desire to understand. We are curious by nature and love to learn. Our eagerness to understand you is our main goal. This eagerness also extends beyond which keeps us knowledgeable and informed of world events and markets to better serve your needs.
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Integrity
As everyone knows, its not words alone that show leadership and trust, but actions. Our behavior speaks volumes. Our integrity keeps us honest and present with you top of mind.
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Accountability
As a team and as individuals, we at PLDC Wealth Management hold ourselves accountable for our words, our actions and our results.