Lyle Rouleau of Rouleau Investment Group is part of this year's WP Top 50 Advisors.
18 Lyle Rouleau
Rouleau Investment Group
CIBC Wood Gundy
Edmonton
AUM GROWTH: $3,000,000
AUM PER CLIENT: $1,349,020
REVENUE PER CLIENT: $7,698
CLIENTS AT END OCT 2015: 255
RETENTION RATE: 99.20%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 7
Lyle Rouleau began working in the financial services industry in 1994 and joined CIBC Wood Gundy’s Edmonton branch in 1998 after four years of building strong client relationships in the Northwest Territories. Today, his practice manages more than $1.3 million AUM per client. In addition to discretionary managed services, Rouleau and his team offer practical strategies for clients, ranging from institutions with strict, low-risk investment guidelines to advice on portfolios of individual stocks for clients who wish to maintain a level of control over security selection.
Rouleau Investment Group
CIBC Wood Gundy
Edmonton
AUM GROWTH: $3,000,000
AUM PER CLIENT: $1,349,020
REVENUE PER CLIENT: $7,698
CLIENTS AT END OCT 2015: 255
RETENTION RATE: 99.20%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 7
Lyle Rouleau began working in the financial services industry in 1994 and joined CIBC Wood Gundy’s Edmonton branch in 1998 after four years of building strong client relationships in the Northwest Territories. Today, his practice manages more than $1.3 million AUM per client. In addition to discretionary managed services, Rouleau and his team offer practical strategies for clients, ranging from institutions with strict, low-risk investment guidelines to advice on portfolios of individual stocks for clients who wish to maintain a level of control over security selection.
