Stephane Cloutier, CPA, CA, CIM, CFP

Vice-President, Associate Portfolio Manager & Wealth Advisor

705-523-3131 | Email me
705-523-3726
1-800-461-0120

Stéphane has over 18 years of experience in the investment management business, and joined RBC Dominion Securities in October 2005. Born and raised in Rouyn-Noranda, Québec, Stéphane received his Bachelor of Arts degree in accounting, with a minor in business administration from the University of Québec in Abitibi-Témiscamingue.

Following university, Stéphane obtained his Chartered Accountant (CA), Chartered Business Valuator (CBV) and Certified Financial Planner (CFP) designations, as well as completing required courses to become life insurance licensed. In addition, as a Chartered Investment Manager (CIM) and Associate Portfolio Manager, Stéphane has the ability to conduct discretionary portfolio management services on behalf of his clients. Stéphane believes in giving back to the community. He is actively part of the Club Richelieu, does Christmas charity work and quietly supports smaller communities through private donations.

Michelle Cloutier, PFP

Associate Advisor & Financial Planner

705-523-3405 | Email me

Michelle has 31 years of experience with client and investment management, representing RBC Dominion Securities for over a decade. Michelle has an accounting degree with a minor in business administration. In addition, she has acquired the Personal Financial Planner (PFP) designation, is an Elder Planning Counsellor and a Divorce Financial Specialist, and is life insurance licensed.

A perfect complement to her husband Stéphane’s expertise, Michelle is highly knowledgeable in wealth management and trust services, and can offer clients a comprehensive review of legacy wishes and estate planning documentation. Michelle has lived most of her life in Sudbury and has continuously supported the community with participation in various charitable events. Michelle is also an active member of the "Luncheon of Hope" committee which hosts an annual fund raising event for breast cancer. She currently serves as director and secretary on both the Maison McCulloch Hospice and Sudbury Hospice Foundation.
 

Juliana Battiston, PFP

Associate Advisor & Financial Planner

705-523-3121 | Email me

Juliana assists with the day-to-day operations and management of our team, and enhances our level of client service. She offers support on financial planning, portfolio management, quarterly and annual reviews, trades and client care.

Jeff Durocher, B.Comm. (Hons)

Associate Advisor

705-523-3126 | Email me

Jeff's main focus is on portfolio rebalancing, trades, quarterly and annual reviews and assisting with client requests.