Take time for things that matter
What distinguishes our team from others is Josée's ability to genuinely connect with her clients and listen carefully, to fully understand their needs and expectations.
The result is personalized advice and holistic planning that fits their unique objectives, with access to industry leading resources to help them achieve those goals.
We will work with you to make sure you have peace of mind knowing that all the important pieces of your financial picture have been addressed and appropriately considered.
Time has shown that Josée's down-to-earth approach and passion for her client's well-being are what sets the Thériault Wealth Management Team apart.
For Josée, finding the right fit is essential because it is not just a wealth plan, it is your wealth plan.
We offer clients the customized financial solutions, guidance, and detailed service you would expect from a boutique firm, backed by the strength and stability of Canada's largest wealth management provider.
Professionals at your service
With over 60 years of combined experience in the industry, the Thériault Wealth Management Team prides themselves on delivering a personalised and professional service focused on your goals for the future.
Working with Josée is a team of professionals that share her philosophy and, like with her clients, she places great care in finding the right fit. Josée has assembled a team of professionals who share her passion for providing clients with useful, straight-forward wealth management advice and specialise in different areas from Agricultural Services to Will and Estate Planning.
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 differ
What distinguishes our team from others is Josée’s ability to genuinely connect with her clients and listen carefully, to fully understand their needs and expectations.
The result is personalized advice and holistic planning that fits their unique objectives, with access to industry leading resources to help them achieve those goals.
We will work with you to make sure you have peace of mind knowing that all the important pieces of your financial picture have been addressed and appropriately considered.
Time has shown that Josée's down-to-earth approach and passion for her client's well-being are what sets the Thériault Wealth Management Team apart.
For Josée, finding the right fit is essential because it is not just a wealth plan, it is your wealth plan.
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.
Giving back
We believe that helping those in need by getting involved in community organizations, either through volunteering or by making a financial contribution, is the most rewarding experience. We love being involved, but the most important thing for us is knowing that by taking the time to give back, somewhere it will make a difference for someone in need. For some, every penny counts, but we believe that every second counts.
Providence Care
Having been on the Board of Directors from 2011 to 2019, Josée is pleased to have had the opportunity to share in the important role that Providence Care plays in our community. The Providence Care Board of Directors is composed of citizens from the geographically diverse communities served by Providence Care who have the expertise and commitment to translate our mission of compassionate care into policies, plans and programs.
To learn more about Providence Care’s programs please visit their website.
H’Art Centre
Josée has been a proud supporter of H'ART Centre since 2003 sitting as President of the Board of Directors from 2008 to 2012 and now again for a second term. H’art Centre is an award winning registered not-for-profit, charitable community arts hub that provides artists with disabilities and those facing barriers with opportunities to create, study and produce works in the arts and collaborate with qualified, trained community artists.
We do this to nurture a vibrant, exciting and supportive culture that encourages artists, staff, volunteers and audiences to reach beyond limiting beliefs and expectations. To value and recognize artists individually for their abilities, and to share this understanding with the world.
To learn more about H'Art Centre please visit their website.
United Way KFL&A
For the past five years, Thériault Wealth Management Team set out to provide kids in need with hats and mitts as the colder winter months set in. Cooperating wth the KFL&A faction of the United Way, they were able to go above and beyond their expectations with the help of some very generous donations from coworkers, clients, and friends and family.
Davies Award for Philanthropic Leadership
Josée has always been passionate about the community and its members and this year, she was recognized with the Davies Award for Philanthropic Leadership. This prestigious award recognizes individuals who have demonstrated outstanding philanthropic leadership benefiting Kingston’s healthcare facilities and the provision of healthcare for the people of Kingston and southeastern Ontario.
“While I could list the many boards and committees that Josée has chaired or been a member of over the years, what truly distinguishes [her] is the genuineness in the care and compassion that are at the forefront of her interactions with those in need and are harnessed to power every project to its successful completion.” ~ Jennifer Lemieux, VP & Branch Manager ~
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.