Headquarters:
1405 Trans Canada #200, Dorval, QC, H9P2V9
Year founded:
2000
Number of employees:
Over 300 registered advisors, financial planners, insurance specialists, licensed assistants, and staff
Phone:
514 421 7090
Email:
info@visionsystemscorp.com
Website:
diligence.ca
LinkedIn:
linkedin.com/company/vision-systems-corp-
“Our target is to establish a network of offices that enables us to better serve clients from coast to coast, providing localized expertise and support tailored to the unique needs of each region”
Camille Estephan,
Diligence Wealth Management
Camille Estephan
Senior Investment Advisor, Manulife Wealth
President, Diligence Wealth Management
Liudmila Malakhova
Chief Programmer
Helen Rose Sedigo
Social Media Manager and Client Care Manager
Leadership
Camille Estephan embarked on his journey in the financial services industry in 1997, joining one of Canada’s prominent mutual fund companies. Experiencing firsthand the impacts of the tech bubble on advisors and clients early in his career, he aimed to create an office where value transcended market returns.
His vision revolved around constructing enduring portfolios and providing detailed financial planning for clients, prioritizing stability and predictability over the latest market trends.
In 2022, he made the strategic decision to promote his five most prominent advisors as managing partners of Diligence Wealth Management to assist him in office management. Together, he and the managing partners oversee a team of 300 people across three offices, and approximately $8 billion in assets under administration as of May 27, 2024.
Senior Investment Advisor, Manulife Wealth
President, Diligence Wealth Management
Camille Estephan
Liudmila Malakhova, originally from Russia, has lived in Istanbul for the past two years and worked for Vision Systems since October 2009. She attended Smolensk State University, Physical and Mathematical Faculty, and the Moscow Power Engineering Institute, Computer Technologies and Communications Faculty.
Malakhova is a brilliant programmer who enables Vision Systems to offer the most accurate and comprehensive financial-planning software in Canada.
Chief Programmer
Liudmila Malakhova
Helen Rose Sedigo lives in the Philippines and has worked for Vision Systems since November 2022. She has a Master of Education (M.Ed.) in Administration and Supervision.
Sedigo set up Vision Systems’ LinkedIn, YouTube, Facebook, X, and Instagram accounts, and manages daily posts based on the company’s “Take Your Financial-Planning Business to the Highest Level” email series. Recently, she has also assumed the role of client care manager, responsible for managing prospective clients through Vision Systems’ demo process and new clients through the onboarding process.
Social Media Manager and Client Care Manager
Helen Rose Sedigo
“Our target is to establish a network of offices that enables us to better serve clients from coast to coast, providing localized expertise and support tailored to the unique needs of each region”
Camille Estephan,
Diligence Wealth Management
“Since our humble beginnings, we have thrived to become better every day and be the hardest working people in Canada. Those are the two values that dominate our DNA”
Camille Estephan,
Diligence Wealth Management
Leadership
“Our target is to establish a network of offices that enables us to better serve clients from coast to coast, providing localized expertise and support tailored to the unique needs of each region”
Camille Estephan,
Diligence Wealth Management
“Since our humble beginnings, we have thrived to become better every day and be the hardest working people in Canada. Those are the two values that dominate our DNA”
Camille Estephan,
Diligence Wealth Management
Leadership
Mahabub Rabbani Bhuiyan
Website Programmer
Mahabub Rabbani Bhuiyan lives in Bangladesh and has worked for Vision Systems since May 2020. He has a Bachelor of Business Administration (BBA), with a major in Management Information Systems.
Mahabub built and maintains the company website, including a directory and links to over 50 training videos, and a complete client database that can be searched and manipulated in several ways. Registration forms for the email “nurturing” campaign are integrated with Constant Contact and “book” buttons are integrated with Calendly.
Website Programmer
Mahabub Rabbani Bhuiyan
Mike Zegers
Vice President, Strategy and Business Development
Mike Zegers leads business development efforts at Infinite and is responsible for identifying new partners for the firm. With a background in sales, marketing, product strategy, and investment services, he leverages his experience in driving forward solutions for firms as part of a collaborative approach.
Having more than a decade of experience with a large financial institution, coupled with more than 10 years at Infinite, Mike focuses on what clients need based on his product and industry knowledge. He is passionate about exceeding client expectations from day one.
Vice President, Strategy and Business Development
Mike Zegers
Diligence Wealth Management, Manulife Securities prides itself on thriving in a dynamic and highly competitive financial services sector, with advisors covering Canada from the East to the West coast.
It has fostered a culture that prioritizes:
“Since our humble beginnings, we have thrived to become better every day and be the hardest working people in Canada. Those are the two values that dominate our DNA”
Camille Estephan,
Diligence Wealth Management
Steve Flamand
Executive Director of Product, Corporate, IT and Digital Strategy
Kirk Merrett
Director, HR and Administration
Michael Ricciuto
Director, Safety and Compliance
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
As the executive director of product, corporate, IT and digital strategy for HAC, Steve Flamand oversees the product portfolio life cycle activities, pricing and packaging strategies, research and forecasting functions, and the development of short- and long-term business plans. He is also responsible for Hyundai Canada’s IT and Connected Digital Experience divisions, which was established with the aim of creating industry-leading customer purchasing and ownership experiences with a complete digital transformation that will introduce new business processes. This also includes a heightened focus on retaining customer loyalty through technological innovations across a number of platforms.
Flamand has 30 years of experience in the automotive industry working for both domestic and import brands in positions around the globe. He has a proven international track record of creating and building leading concepts, pioneering new business opportunities, acting upon consumer insights, and responding to market trends.
Prior to joining Hyundai Canada in 2018, Flamand worked for General Motors for 25 years in a variety of product and portfolio planning, program management and strategy roles across Canada, the United States, Europe, and Asia.
Executive Director of Product, Corporate, IT and Digital Strategy
Steve Flamand
Kirk Merrett is the director of human resources and administration at HAC. Since joining the company in 2013, Merrett has been leading the strategic development of the HR function to promote maximum effectiveness in Hyundai’s diverse workforce and directing the inclusive philosophy for attracting and retaining the best talent. Merrett draws from a deep level of expertise through over 20 years’ experience in organizational management and corporate governance.
Merrett strongly believes in the personal and professional benefits of corporate social responsibility and is directly involved in a number of organizations. He and his team have driven a number of youth-targeted CSR initiatives focused on diversity, equity and inclusion, most notably with BGC Canada, for which Hyundai Canada is a title sponsor. In January 2023, he was recognized as Notable Champion of Diversity by Automotive News Canada.
Prior to joining Hyundai, he served as a human resources senior executive for Mitsubishi Canada and Eddie Bauer of Canada.
Director, HR and Administration
Kirk Merrett
Michael Ricciuto is the director of safety and compliance at HAC. He is responsible for guiding and elevating Hyundai and Genesis as the automotive leaders in safety and compliance while overseeing all government policy interactions and strategies.
Ricciuto is a familiar face to HAC, having previously been with the company for eight and a half years. In 2010, he joined HAC as the national manager, product and strategic business planning, was promoted to director, product and corporate strategy in 2016, and subsequently moved to the director, Genesis role where he launched the unique Genesis retail business model in Canada.
Most recently, he was with Volkswagen Canada as their director, network development, for over four years. He also has experience in various engineering and managerial roles, including manager of automotive regulatory activities and vehicle environmental programs, at GM Canada.
Director, Safety and Compliance
Michael Ricciuto
Kimi Shah leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic, and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.”
Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”
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We welcome those from a variety of backgrounds to help strengthen our Nation, and your career. With a wide range of opportunities, a rich heritage, strong core values, and extraordinary benefits, you’ll find a place to forge a career and be a force for positive change. When you work for the Choctaw Nation, you’re seen as a member of a family.
We constantly strive to improve the health and happiness of our Choctaw associate family and their dependents through our exceptional benefits and resources, which include access to employee health clinics (these function like free urgent care clinics), 12 Choctaw Nation Wellness Centers, a tuition reimbursement program, and a 401(k) retirement plan with employer match.
The comments and opinions expressed in this newsletter are solely the work of LePoidevin Group, not an official publication of Canaccord Genuity Corp., and may differ from the opinion of Canaccord Genuity Corp’s. Research Department. Accordingly, they should not be considered as representative of Canaccord Genuity Corp’s. beliefs, opinions or recommendations. All views expressed in this newsletter are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. All information is given as of the date appearing in this newsletter, is for general information only, does not constitute legal or tax advice, and the author LePoidevin Group does not assume any obligation to update it or to advise on further developments related. All information included herein has been compiled from sources believed to be reliable, but its accuracy and completeness is not guaranteed, nor in providing it do the author or Canaccord Genuity Corp. assume any liability.
CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA (IIROC).
• hard work
· integrity
· independence
· objectivity
· continuous improvement
Senior investment advisor Camille Estephan says, “We are recognized for our unwavering commitment to integrity and our ability to deliver outstanding financial services, hence the reason for choosing our name Diligence Wealth Management; the perfect fit that describes our culture.”
The firm partnered with Manulife Wealth in 2008 and has since become one of the largest Manulife Wealth offices in annual assets under administration in Canada. As of May 27, 2024, Diligence Wealth Management oversees approximately $8 billion of assets under administration.
“Since our humble beginnings, we have thrived to become better every day and be the hardest-working people in Canada. Those are the two values that dominate our DNA,” adds Estephan.
The key to the team’s success is their dedication to nurturing young talent. After years of significant effort, they have crafted a stellar framework for identifying, recruiting, and most importantly, developing young professionals through mentorship.
Similarly focused is the firm’s client base consisting primarily of pre-retirees, retirees, and business owners.
· For retirees: specialized services are designed to ensure financial security and peace of mind during their post-career years
· For business owners: tailored solutions are provided to support their professional endeavours and financial aspirations
Looking ahead, the firm plans to build a greater presence by expanding and opening new offices nationwide.
“This strategic initiative aligns with our goal of reaching a broader clientele and offering our services to a wider audience,” adds Estephan. “Our target is to establish a network of offices that enables us to better serve clients from coast to coast, providing localized expertise and support tailored to the unique needs of each region.”
Building long-term relationships based on trust and mutual respect is Diligence’s calling card.
Estephan shares, “Clients feel truly in good hands realizing we are ferociously independent and completely objective, whereby no conflict of interest could arise.”
· initial consultation
· needs assessment
· proposal presentation
· collaboration and feedback
· implementation
· ongoing monitoring
· quarterly reviews
A pillar of the team’s performance relates to how it builds a connection with clients.
Estephan comments, “Whether through face-to-face meetings, phone calls, emails, or digital platforms, we strive to maintain open lines of communication, fostering trust and collaboration throughout our interactions.”
Clients can expect a clearly defined investment strategy broken down into a series of steps:
· hard work
· integrity
· independence
· objectivity
· continuous improvement
Senior investment advisor Camille Estephan says, “We are recognized for our unwavering commitment to integrity and our ability to deliver outstanding financial services, hence the reason when choosing our name Diligence Wealth Management; the perfect fit that describes our culture.”
The firm partnered with Manulife Wealth in 2008 and has since become one of the largest Manulife Wealth offices in annual assets under administration in Canada. As of May 27, 2024, Diligence Wealth Management oversees approximately $8 billion of assets under administration.
“Since our humble beginnings, we have thrived to become better every day and be the hardest working people in Canada. Those are the two values that dominate our DNA,” adds Estephan.
The key to the team’s success is their dedication to nurturing young talent. After years of significant effort, they have crafted a stellar framework for identifying, recruiting, and most importantly, developing young professionals through mentorship.
Similarly focused is the firm’s client base consisting primarily of pre-retirees, retirees, and business owners.
· initial consultation
· needs assessment
· proposal presentation
· collaboration and feedback
· implementation
· ongoing monitoring
· quarterly reviews
A pillar of the team’s performance relates to how it builds a connection with clients.
Estephan comments, “Whether through face-to-face meetings, phone calls, emails, or digital platforms, we strive to maintain open lines of communication, fostering trust and collaboration throughout our interactions.”
Clients can expect a clearly defined investment strategy broken down into a series of steps:
· For retirees: specialized services are designed to ensure financial security and peace of mind during their post-career years
· For business owners: tailored solutions are provided to support their professional endeavours and financial aspirations
Looking ahead, the firm plans to build a greater presence by expanding and opening new offices nationwide.
“This strategic initiative aligns with our goal of reaching a broader clientele and offering our services to a wider audience,” adds Estephan. “Our target is to establish a network of offices that enables us to better serve clients from coast to coast, providing localized expertise and support tailored to the unique needs of each region.”
Building long-term relationships based on trust and mutual respect is Diligence’s calling card.
Estephan shares, “Clients feel truly in good hands realizing we are ferociously independent and completely objective, whereby no conflict of interest could arise.”
·
· hard work
· integrity
· independence
· objectivity
· continuous improvement
· For retirees: specialized services are designed to ensure financial security and peace of mind during their post-career years
· For business owners: tailored solutions are provided to support their professional endeavours and financial aspirations
Senior investment advisor Camille Estephan says, “We are recognized for our unwavering commitment to integrity and our ability to deliver outstanding financial services, hence the reason when choosing our name Diligence Wealth Management; the perfect fit that describes our culture.”
The firm partnered with Manulife Wealth in 2008 and has since become one of the largest Manulife Wealth offices in annual assets under administration in Canada. As of May 27, 2024, Diligence Wealth Management oversees approximately $8 billion of assets under administration.
“Since our humble beginnings, we have thrived to become better every day and be the hardest working people in Canada. Those are the two values that dominate our DNA,” adds Estephan.
The key to the team’s success is their dedication to nurturing young talent. After years of significant effort, they have crafted a stellar framework for identifying, recruiting, and most importantly, developing young professionals through mentorship.
Similarly focused is the firm’s client base consisting primarily of pre-retirees, retirees, and business owners.
· For retirees: specialized services are designed to ensure financial security and peace of mind during their post-career years
· For business owners: tailored solutions are provided to support their professional endeavours and financial aspirations
A pillar of the team’s performance relates to how it builds a connection with clients.
Estephan comments, “Whether through face-to-face meetings, phone calls, emails, or digital platforms, we strive to maintain open lines of communication, fostering trust and collaboration throughout our interactions.”
Clients can expect a clearly defined investment strategy broken down into a series of steps:
· initial consultation
· needs assessment
· proposal presentation
· collaboration and feedback
· implementation
· ongoing monitoring
· quarterly reviews
Looking ahead, the firm plans to build a greater presence by expanding and opening new offices nationwide.
“This strategic initiative aligns with our goal of reaching a broader clientele and offering our services to a wider audience,” adds Estephan. “Our target is to establish a network of offices that enables us to better serve clients from coast to coast, providing localized expertise and support tailored to the unique needs of each region.”
Building long-term relationships based on trust and mutual respect is Diligence’s calling card.
Estephan shares, “Clients feel truly in good hands realizing we are ferociously independent and completely objective, whereby no conflict of interest could arise.”
