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Madeleine Rouleau, B.A., BBA, FCSI®, CIM

Investment Advisor

T 514-876-8968

Languages: French, English, Spanish

Biography

Ms Rouleau is a graduate from Université de Sherbrooke (baccalaureat es art) and from Bishop's University (Finance). She is working with you to clarify your personal and financial goals and establishing an overall strategy that will allow you to meet both your short term and long term needs.

As an investment advisor and financial coach, we offer a personalised, caring and responsible approach to wealth management. Working in partnership with our client, we develop a comprehensive financial plan and construct a portfolio that corresponds to their needs and brings them closer to achieving their financial goals.

Through a well defined process we ensure that everything is put in place for your dreams to be realised, four Steps Proces :

  • Understanding your needs and goals
  • Creating your personalised investment policy statement
  • Building your custom-design portfolio
  • Managing and reviewing your investments

Areas of exeprtise:

  • Retirement planning
  • Financial planning1
  • Estate planning1
  • Tax reduction strategies
  1. Through Desjardins Securities Financial Services or the Caisse network. Return to footnote 1 referrer

Location

Desjardins Securities at Place Ville Marie

1 Place Ville Marie
Suite 1970
Montréal (Québec) H3B 0E8

514-876-1441 Toll-free : 1-866-876-1441Fax : 514-876-1106

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