Lyle Rouleau of Rouleau Investment Group is rank 9 in Wealth Professional Canada's 2018 Top 50 Advisors
Rouleau Investment Group
CIBC Wood Gundy
Edmonton, AB
The head of Rouleau Investment Group, Lyle Rouleau is making his fifth consecutive appearance on WPC’s Top 50 Advisors list. He increased his AUM by more than $80 million, or 26%, in 2017, which catapulted him into the top 10 this year. His enviable ranking comes as he celebrates a milestone birthday and plans for another successful year with his advisory team. “I will be turning 50 in January and can see myself still working as an advisor in 10 years,” Rouleau says. “It may be in a reduced capacity or a reduced number of hours, but we will see where the road takes me.”
Currently marking his 20th year as a financial advisor, Rouleau values the impact this job can have on people’s lives, which is a key reason why he enjoys his work so much. “Being in the business for 20 years has allowed me to see financial plans come into fruition,” he says, “whether it is seeing parents putting their kids through university with their RESP contributions, clients retiring and utilizing their portfolios to exceed their needs, or unfortunately having clients’ life insurance fulfil their estate planning needs.”
CIBC Wood Gundy
Edmonton, AB
The head of Rouleau Investment Group, Lyle Rouleau is making his fifth consecutive appearance on WPC’s Top 50 Advisors list. He increased his AUM by more than $80 million, or 26%, in 2017, which catapulted him into the top 10 this year. His enviable ranking comes as he celebrates a milestone birthday and plans for another successful year with his advisory team. “I will be turning 50 in January and can see myself still working as an advisor in 10 years,” Rouleau says. “It may be in a reduced capacity or a reduced number of hours, but we will see where the road takes me.”
Currently marking his 20th year as a financial advisor, Rouleau values the impact this job can have on people’s lives, which is a key reason why he enjoys his work so much. “Being in the business for 20 years has allowed me to see financial plans come into fruition,” he says, “whether it is seeing parents putting their kids through university with their RESP contributions, clients retiring and utilizing their portfolios to exceed their needs, or unfortunately having clients’ life insurance fulfil their estate planning needs.”
