Lyle Rouleau of Rouleau Investment Group is rank 36 in Wealth Professional Canada's 2017 Top 50 Advisors
Rouleau Investment Group
CIBC Wood Gundy
Edmonton, AB
In contrast to the other advisors on this list, Lyle Rouleau’s AUM actually dipped in 2016, from $344 million to $315 million. This occurred largely due to “one large institutional client using some cash for their members,” which of course is a hazard of the business when you’re dealing with assets on the scale that Rouleau Investment Group does. However, Rouleau retains his place on the Top 50 Advisors list thanks to an impressive revenue per client of $9,472 after adding 18 new clients to his book this year.
CIBC Wood Gundy
Edmonton, AB
In contrast to the other advisors on this list, Lyle Rouleau’s AUM actually dipped in 2016, from $344 million to $315 million. This occurred largely due to “one large institutional client using some cash for their members,” which of course is a hazard of the business when you’re dealing with assets on the scale that Rouleau Investment Group does. However, Rouleau retains his place on the Top 50 Advisors list thanks to an impressive revenue per client of $9,472 after adding 18 new clients to his book this year.
