Plan your future with confidence and enjoy the life you want
Families have entrusted us to go great lengths in building their net worth. Each success has its own story and each course is unique. We take pride in supporting their vision and what their wealth is meant to achieve.
We provide practical solutions to entrepreneurs, retirees, affluent families, foundations and wealthy individuals facing particular challenges at different life stages.
Achieving your goals
There is wealth in our approach
True wealth is about experiencing a greater sense of clarity, direction, and confidence. We work closely together to help define what matters most to you so we may structure your financial framework, all while supporting your goals.
Discovering your ideal future
Your priorities are our guide to meet your life goals. We learn about what’s most important to you – your unique circumstances, concerns, opportunities, expectations, values, and beliefs.
Mapping your financial landscape
The next step is a comprehensive fact-finding exercise to fully appreciate your personal financial situation. With this, we can draft a plan to optimize and protect your family’s assets, lifestyle, retirement and legacy.
Crafting your investment strategy
We design a globally diversified portfolio that implements an investment strategy that is best aligned with your goals, while taking into consideration the importance of risk and the protection of your assets.
Bridging consulting services
As your family wealth advisors, we coordinate with our professionals’ expertise in financial planning, legal, estate, retirement, insurance, banking and taxation to sort out complexities and capture maximum efficiency.
Clarify, prioritize, and direct
We adjust your wealth strategy as your priorities change – holding regular reviews of your progress and circumstances to help you experience a greater sense of confidence in your financial freedom.
Service & support for each season of life
Our services connect all aspects of personal wealth management; simplifying your affairs and helping you make informed financial decisions.
Our team focuses on safeguarding what matters most, with a full view approach to planning.
Retirement and estate planning
Investment management
Business succession planning
Insurance and protection solutions
Tax minimization
Private banking
Investment framework
“Capital goes where it is welcome and stays where it is well-treated.” – Walter Wriston
A winning combination: the resources of Canada’s leading asset management firm blended with the knowledge, expertise and insight you can expect from a private investment team, The Rouleau Group Private Wealth Management.
Drafting your investment policy
The first step is to create your Investment Policy Statement – the leading document that defines the ideal asset allocation model for your portfolio.
Building your portfolio
In selecting your investments, we combine our understanding of the “big picture” – overall global economic and financial trends influencing the markets.
Managing your investments
Backed by RBC’s insightful experiences and considerable resources, our team oversees day-to-day portfolio management decisions on your behalf, respecting the investment policy guidelines.
Monitoring for suitability and alignment
The RBC’s Portfolio Risk Group provides a second round of guidelines to ensure that you always hold quality investments and a suitable asset mix set out in your Investment Policy Statement.
Keeping you informed
In addition to receiving a monthly statement and quarterly update of your accounts, you can expect regular reporting and consultation all year round. You can also access this data and timely market information via our online services.
Who we are
Enriching your life with professional advice and devoted service
Discover our customer experience
We are passionate about sharing our expertise to support your life goals. We find fulfillment in helping you balance financial success with everything life has to offer.
Claude Rouleau
Chelsea Parasuco
Our thoughts
“An investment in knowledge pays the best interest.” – Benjamin Franklin
Every strategy we develop draws on the resources and insights of RBC Wealth Management. Discover and familiarize yourself with the latest perspective from our firm on current market events, economic cycles, the wealth management industry, and more.
GIC rates
The latest GIC rates from various financial institutions.
A message from Claude Rouleau
“Should you find yourself at a crossroad where your situation requires insightful, objective advice that connects all aspects of personal wealth management, I invite you to contact us. Let’s have a meaningful conversation about your future.”
Email:rouleaugroup@rbc.com
Phone:514-878-7124