Brouillette Group - Financial Planning

Financial Planning

In many cases, what sets apart a comprehensive financial plan is its level of customization. With our team of financial planning specialists, we will help you identify your goals in the most significant areas of your life, such as your family, career or business, lifestyle and investments.

We will take the time to organize with you and include :

an in-depth exploratory discussion to ensure your goals are well understood;
a forecast of your financial situation (investments, retirement income, and succession) based on your goals and current savings rate;
recommendations for investment, tax, education, retirement, and succession planning strategies tailored to your objectives;
an action plan summarizing the recommendations and enabling you to ensure their application;
regular updates to ensure the plan continues to reflect your current situation.

Knowing that situations can change, we can create retirement projections to help you understand how different scenarios and assumptions can impact your retirement plans. When changes occur, as it is often the case, we work with you to review your plan, analyze the details, and make adjustments to help you stay on track.

We invite you to contact us for more information about our financial planning services.

Mathieu Audy, MBA, F.Pl., TEP, D.Tax

Financial Planning Specialist, Family Office Services, RBC Wealth Management

Mathieu holds a Master of Business Administration (MBA) and a bachelor’s degree in Finance from Université Laval. Passionate about the financial planning field, Mathieu completed a specialized graduate diploma in Tax (D. Tax) from Université du Québec à Montréal. He is also a qualified Trust and Estate Practitioner (TEP) and a Financial Planner (F.Pl.) duly registered under the Institute of Financial Planning (IFP).

Prior to joining RBC Wealth Management, Mathieu was a manager of the financial services branch in a Canadian securities firm where he provided sophisticated wealth management planning to high-net-worth individuals.

As a Financial Planning Specialist at RBC Family Office Services, Mathieu works jointly with your advisor to prepare and present your comprehensive Compass Financial Plan.

Nelly Hermitte, M.Law, F.Pl.

Financial Planning Specialist, Family Office Services, RBC Wealth Management

Nelly holds a Master’s of Business Law from Université Paris 1 (Panthéon- Sorbonne), and a D.E.S.S. in International Business Law from Université Paris Descartes.She received her financial planner designation from the Institut québécois de planification financière (IQPF) in 2004.

Nelly has over 15 years of experience as a financial planner. Before joining RBC, Nelly worked with financial advisors’ clients to optimize their financial position and wealth by creating strategic action plans customized to their needs.

Samuel Perreault

Associate

418-527-1612

Email me

1-800-340-6968

Financial Planning

Financial Planning

Mathieu Audy, MBA, F.Pl., TEP, D.Tax

Nelly Hermitte, M.Law, F.Pl.

Julie Brouillette, CFA

Samuel Perreault