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Our wealth management practice is all about simplifying your life, protecting all you have built, and securing your legacy.
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.
At Rouleau Group Family Wealth Advisors, you can count on the support of an advisory team that understands your unique circumstances and develops wealth solutions tailored to your needs. Our approach allows you to lead a richer, simpler life.
Dedicated to protecting and growing your capital through a discretionary investment approach, we bring together expertise, discipline and unparalleled resources, providing financial advice customized to your personal situation.
A comprehensive, seamless service approach is key to achieving your goals and safeguarding what matters most to you with peace of mind. We believe in the freedom to choose a sound, comprehensive investment management approach that best fits you.
Taking care of your wealth management needs begins with your financial goals and those of your family. With that understanding we can provide a full range of advice to achieve your goals. Our integrated service offering and our professional team with expertise in investment management, financial planning, trust & executor services, estate planning, insurance and private banking are here to work with you.
