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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.
Senior Portfolio Manager & Wealth Advisor
A seasoned Portfolio Manager & Wealth Advisor, Claude oversees the affairs of an accomplished clientele. He has built his practice on the principle of servant leadership, a philosophy combining professionalism and benevolent governance where people are at the heart of a family wealth management approach.
After graduating from the New York Military Academy and earning a Bachelor’s degree in Business Administration from Ottawa University, Claude began his investment career training on Bay Street in Toronto where he earned the Chartered Investment Manager designation (CIM),the title of Certified International Wealth Manager (CIWM) as well as the highest certification in the industry: the Fellow of the Canadian Securities Institute (FCSI).
Driven to best serve entrepreneurs, he continued training as a family council facilitator with the Business Families Foundation and actively participated over 12 years in the Strategic Coach Master’s Program.
True to his vision, Claude leads a fulfilling life personally and professionally. Along with his wife Suzanne and their four children, he sponsors charitable organizations aiming to bring support and hope to the community.
Associate Investment Advisor
Coming from an entrepreneurial family where high standards for client service are the norm, Chelsea contributes by her commitment and her listening skills. Fascinated with the stock market from a young age, she showed a keen interest in finance and acquired experience very early on.
Her caring personality and discipline quickly enabled her to carve out a place of choice within the Rouleau Group, as an associate investment advisor. With a warm disposition and a true desire to help, she’ll often distill her mandate into these words: “Simplify the customer’s life!” Chelsea’s greatest satisfaction is connecting with clients, knowing that she contributes to their peace of mind. Truly involved in day-to-day portfolio management activities, Chelsea plays a key role in operation and optimization of our service offering.
With a Bachelor of Commerce degree from Concordia University’s John Molson School of Business, Chelsea completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and the Wealth Management Essentials Course (WME) from the Canadian Securities Institute. She is currently pursuing the Advanced Investment Strategies.
Away from the office, Chelsea enjoys spending time with friends and family. She also gives back to causes she holds dear. Her values were reinforced throughout her upbringing, as well as during her past volunteer work in Asia and South America, where she provided hands-on care to children in need.
