Languages: French, English, Spanish
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 :
Areas of exeprtise: