Lyle Rouleau of Rouleau Investment Group is rank 15 in Wealth Professional Canada's 2019 Top 50 Advisors
Rouleau Investment Group
CIBC Wood Gundy
A former commercial banker, Lyle Rouleau says he saw a need for personal financial planning, which inspired him to transition to an advisor. After 20-plus years in the role, he hasn’t looked back. He’s currently working on enhancing his service commitment and platform, as well as building his team.
During his decades in the industry, Rouleau has had many proud moments. “The most fulfilling moments would probably be seeing client’s long-term planning come to fruition,” he says. “Whether it’s sending children to post-secondary through a RESP or converting a RRSP into a RRIF to fund retirement years, it truly puts long-term planning into proper perspective versus the short-term nature of the investment marketplace.”
