With over 50 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.

Meet our team.

Profile picture of Josée Thériault

Josée Thériault, CIM, FCSI, PFP

Vice-President, Portfolio Manager & Wealth Advisor

613-549-6177

Sarah Timm, FCSI, PFP

Associate Wealth Advisor & Financial Planner

613-549-0154 | Email me

Rebecca Sly, BA

Associate

613-549-3310 | Email me