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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

Jacques Landry Team

Jacques Landry Team

The Jacques Landry Team uses a multidisciplinary approach to provide comprehensive professional services for your needs and goals.

Our commitment to you: we will always stay current with the best ways to optimize your financial situation and offer you friendly, personalized service.

Mission

Our goal is to make sure you understand your portfolio, the investments held in it and the strategies that will help you reach your objectives.

Investment Philosophy

With a made-to-measure solution, you can expect to have a thorough understanding of your investments. This is essential for staying on track with your goals.

What sets us apart

Our explanations and transparency.

Whenever we make recommendations, we spend as much time looking at the advantages of each option as we do on the drawbacks and risks. With a clear understanding of all the factors involved, you’ll be able to make a well-informed decision.

Values

  • Dedication
  • Teamwork
  • Honesty
  • Customer focus

Service Offer

With the Jacques Landry Team, you’ll get access to all available financial products that are right for your needs.

Biographies of my colleagues

  • Jacques Landry, C. Adm

    Investment Advisor

    T 514-876-3916

    Languages: French, English

    A chartered administrator and investment advisor serving investors for more than 25 years, Mr. Landry remains as enthusiastic as ever. He enjoys advising people on their finances in general and providing the explanations they need for a clear understanding of what their investments consist of and of the management of their wealth.

    Security lies above all in understanding our assets. This is his challenge….

  • Marie-Josée Laguë, B.Sc., FCSI®, CIM, F. Pl

    Investment Advisor

    T 514-876-3909 ext. 5022015

    Languages: French, English

    • Bachelor’s degree in management from HEC Montréal
    • Fellow of the Canadian Securities Institute
    • IQPF graduate (Institut Québécois de planification financière)
    • Over 20 years of experience in finance
    • With Desjardins Securities since 2002

    As a financial planner, Marie-Josée Laguë wants to know all about your goals and concerns. She’s always ready to listen and work with you to create a plan to reach your medium- and long-term objectives.

    "Good listening skills are key to creating an effective, personalized plan".

                                                                                                                                                                                                                                   

  • Normande Raby,

    Advisor Assistant

    T 514-876-7830

    Languages: French, English

    Normande Raby has a bachelor’s degree in early childhood and elementary education and a diploma in psychotherapy.

    Ms Raby joined Team Jacques Landry in May 2005. She draws on her 13 years of experience at Desjardins to fulfill her role of assistant with the utmost professionalism, allowing Team Jacques Landry to provide exceptional, courteous and efficient service.

     Ms Raby oversees customer service, account openings, appointment scheduling and file presentation.

    “Our attentive approach allows us to provide our clients with top-quality, professional service.” 

  • Guyaume Bolduc, M. Sc.

    Investment Advisor

    T 514-285-7887

    Languages: French, English

    • Holds a master’s degree in finance and a graduate certificate in financial markets from the Université de Sherbrooke
    • Became interested in behavioural finance during his studies
    • Has more than 10 years of experience in financial markets as an analyst and consultant
    • Joined the Jacques Landry team in 2018

    Mr. Bolduc has experience as a consultant for investment advisors in Quebec and shares our team’s values. He brings a fresh perspective to our work while maintaining our high customer service standards.

    Mr Bolduc has an affinity for finance, enabling him to make simple and transparent recommendations. His goal is to promote the right behaviours while demystifying the industry.

    As an investment advisor for the Jacques Landry team, he uses industry best practices to help you achieve your personal finance goals.

    “My primary goal is to help you achieve yours!”

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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