ABOUT
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CDS Capital Inc. family office, specially designed to meet the needs of professionals and business owners.
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Our mission is to provide you with personalized and efficient financial solutions, taking into account the specifics of your industry.
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Born from a close collaboration between two financial professionals, namely Clément Del Vecchio, CPA, and Charles Stone, President of Stone-Robitaille Gestion Privée, CDS Capital Inc. stands out for its rigorous approach and commitment to providing informed advice and tailored strategies.
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Our experienced team works in partnership with you to optimize the management of your wealth, secure your financial future, and allow you to focus on what you do best:
Running your business
WHY A FAMILY
OFFICE?
At CDS Capital, we understand the significant added value of daily collaboration across different services: accounting, taxation, and wealth management.
We therefore offer our clients the opportunity to access all services in one place, optimizing the overall management of assets.
OUR TEAM
FRANCIS DEL VECCHIO
CPA, CGA,
FISCAL ASSOCIATE
CHARLES STONE, MBA
Financial Security Advisor
SFL INVESTMENTS, A FINANCIAL SERVICES FIRM
Mutual Fund Representative
DOMINIC CLEMENT
CPA, CA, M.Sc.
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MIGUEL McKEOWN
CPA, CGA,
DIRECTOR
MOHAMED BARRY
SENIOR ACCOUNTANT
NICOLE LAPOINTE
Financial Security Advisor
SFL INVESTMENTS, A FINANCIAL SERVICES FIRM
Mutual Fund Representative
JOSEE JOHNSON
ADMINISTRATIVE ASSISTANT
SFL INVESTMENTS, A FINANCIAL SERVICES FIRM
Mutual Fund Representative
ÉLODIE DENICOURT
FISCAL ANALYST
FRANCINE LEVESQUE
ADMINISTRATIVE ASSISTANT
AISSATA SOW
BOOKKEEPER
OFFERED SERVICES
Discover our wide range of services by exploring these three sections.
AFFILIATED WITH A LARGE
NETWORK
SFL Wealth Management , with its counterpart outside Quebec and New Brunswick, Desjardins Financial Security Independent Network , constitute a distribution network for financial products and services focused on wealth management.
You benefit from the strength and reliability of Desjardins, Canada's leading cooperative financial group, the skills of our multidisciplinary team, and the freedom of our multi-provider offering.
