I am proud of the work we do and firmly believe that excelling as an investment advisor and portfolio manager means being diligent and a great listener. These qualities, combined with our experience and skills, form the basis of Groupe Robert Mousseau’s values. We use these strengths to develop lasting partnerships with you, to achieve your personal and financial objectives.
Backed by my closest associates, Stéphan Cyr, Julie Venne and Simona Vasilescu, I work to develop customized investment strategies adapted to the economic environment. We strive for customer service excellence by applying the rigorous process for which we are known and by taking a big-picture approach to your assets, goals and concerns.
Capitalizing on our outstanding synergy, our team handles every aspect of your portfolio management and ensures your wealth management needs are aligned.
CREDENTIALS – The best skills at your service
Having gained extensive experience as an investment advisor, managed a substantial asset base, successfully completed demanding courses and met strict standards, Robert Mousseau earned the Private Portfolio Manager title. This title is one of the highest professional designations an investment professional can aspire to.
Robert Mousseau holds a Bachelor of Business Administration and has completed the Canadian Securities Institute’s Canadian Securities Course, Conduct and Practices Handbook Course, Derivatives Fundamentals and Options Licensing Course and Financial Planning Course. He is also a licensed financial security advisor.
