Gabriel Tessier, F.Pl.
Investment Advisor
Our role is to make sure you can achieve the peace of mind you desire.
Three pillars ensure we deliver a best-in-class experience to our clients: listening, commitment, and respect. Attentive to your needs, we proactively handle all aspects of your wealth management, aligning them with your values, principles, and unique situation.
As your personal CFO, we offer financial planning services and high-end portfolio management designed to meet your needs for today and goals for tomorrow. We also explore strategies to protect your financial independence.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track.
Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances.
Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level.
Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
• Discovery Meeting — We take the time to understand your needs, goals, time horizon and risk tolerance
• Investment Policy Statement — We develop guiding principles for how your portfolio will be managed
• Portfolio Construction — We build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm's investment strategists and research analysts
• Ongoing Monitoring and Reviewing — We keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Our clients
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.