Practice: Rouleau Investment Group
Firm: CIBC Wood Gundy
Location: Edmonton, AB
Lyle Rouleau has been working with CIBC for the majority of his career, beginning as a commercial account manager based in the Northwest Territories. When he noticed the need for sophisticated financial and investment planning, he transitioned to CIBC Wood Gundy. Now, after 21 years in the business, Rouleau continues to try to enhance his service platform to his private and institutional clients – and he plans to continue in his role for the next decade.
While Rouleau has received several accolades for his work, he says the gratitude he gets from clients is what truly makes his role rewarding. “A simple thank you is probably the most fulfilling,” he says. “When you’ve been in the business as long as I have, you actually see financial plans come into fruition – RESPs funding children’s education, people retiring and seeing their successful financial planning fall into place, or the unfortunate life insurance policy paying out to fund a buy/ sell or estate plan.”
