Bob Cormier, CFP, MBA

Vice-President, Portfolio Manager & Wealth Advisor

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Bob brings over 20 years of financial industry experience to his role as Portfolio Manager & Wealth Advisor. His expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who require solutions for complex wealth management needs and day-to-day investment management.

Bob completed his Bachelor of Business Administration from the University of New Brunswick and holds an MBA from the University of Moncton. He has achieved the advanced industry designation of Certified Financial Planner, which allows him to provide sophisticated financial planning advice and to better understand his clients’ needs. He has also completed rigorous coursework to earn the Portfolio Manager designation.

Bob has been a member of the Rotary Club for the past 15 years. He sits on the New Brunswick District Council for the Investment Industry Regulatory Organization of Canada (IIROC ). Outside of the office he enjoys spending time with his wife Kim and two sons Jamie and Cameron, as well as travelling and golf.

Lise Cormier, CIM

Associate Wealth Advisor

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Lise Cormier graduated from the University of Moncton with a Bachelor of Business Administration. She brings over 25 years of financial industry experience to her role as an Associate Advisor.

Working with the team, Lise assists in the preparation and review of client portfolios and wealth management strategies, and helps to ensure sound advice, expert execution and peace of mind for clients who require solutions for broad and complex wealth management needs. She has completed the Professional Financial Planning course with honours, giving her additional financial planning perspective when working with clients.

Married for 25 years, Lise has two teenage daughters and is actively involved in their hockey teams. She is a volunteer canvasser for the Canadian Cancer Society and in her spare time enjoys reading, walking, motorcycling and gardening.

Mathieu LeBlanc, CA, CPA, CIM

Investment Advisor

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Mathieu LeBlanc has consistently demonstrated his superior ability to combine his extensive financial background with his ability to listen and simplify the most complex financial situations.

After graduating with honors from the University of Ottawa in 2000 with a degree in Commerce and obtaining his Chartered Accountant (CA) designation in 2003, Mathieu has shown time and time again that he brings a lot more to the table than his credentials. His diverse background has allowed him to build a set of tools that helps his clients reach their financial goals.

Mathieu was introduced to the investment industry in 2008 while working in sales for a large money management firm located in Montreal, Quebec. His background also includes senior financial management roles such as director of finance and administration for a major construction and real estate group of companies located in Dieppe, New Brunswick, and director of a consulting group in Moncton, New Brunswick.

Mathieu is also very active in his community:

  • Elected to the board of directors of the Greater Moncton Chamber of Commerce in 2010, he currently serves as Chair of the board of directors.
  • Member of the Economic Leadership Council (ELC) for the 3+ Corporation (Greater Moncton Economic Development Corporation)
  • Member of the Community Consultative and noise committee for the Greater Moncton Roméo LeBlanc International Airport.
  • Co-Host of the Annual Harvest Cup Charity Classic golf tournament to help raise funds for The Food Depot Alimentaire (local food bank) since 2015.
  • Member of the organizing committee for the Speaker/Networking breakfast series (Déjeuner Causerie) for the Conseil Économique du NB since 2010
  • Mentor for the Canadian Youth Business Foundation 2011-2014

Mathieu has been appointed Commissioner of Oaths in New Brunswick since 2009, obtained his life insurance license in 2013 and his Chartered Investment Manager (CIM) designation in 2015.

Should you wish to discuss your investments, risk management or financial planning needs, Mathieu will be more than happy to listen to your concerns and aspirations and describe how his team, and the resources of the firm, can help you reach your goals in a fully bilingual environment.

Jessey LeBlanc

Associate

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Jessey joined the group in January 2016 after completing a year long internship with RBC’s Career Launch Program. He has since passed his Canadian Securities Course and Conducts & Policies Handbook and is currently pursuing his Wealth Management Essentials.

 

Previously, Jessey has had a varied background working in Policing & Corrections and more recently graduating from a business management program.

We have helped Canadian investors achieve their financial goals since 1901.

Extended team


Nathalie Wybouw, MPM, CPA, CA, CFP  - Financial Planning Specialist

Nathalie is a Chartered Accountant (CA) and has completed the Canadian Institute of Chartered Accountants' In-Depth Tax Course (Level 1 and 2). She has a bachelor in Business Administration (Major in Finance), a Certificate in Accounting and a Master in Project Management. She also completed the Certified Financial Planner (CFP) designation.

Prior to joining RBC, Nathalie was a manager at one of the large public accounting firms. She specialized in providing tax compliance services and tax planning to individuals and their owner-managed entities.

 

Mona-Lisa Lavallée, CPA, CA - Financial Planning Specialist

Mona-Lisa is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and has a Bachelor in Business Administration (Major in Accounting) from Université de Moncton. Mona-Lisa has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course.

Prior to joining RBC, Mona-Lisa was employed as a Tax Manager at one of the world’s leading accounting firms. She specialized in providing personal, corporate, and estate planning services to high-net-worth individuals and their owner-managed entities.

 

Jason Lewis, BBA - Estate Planning Specialist

Jason Lewis, BBA, is a valuable member of your IA's team, helping you create and preserve your wealth.

Jason employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth   management objectives. For more complicated situations, Jason will partner with your other professional advisors in the development of appropriate solutions.

Jason can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. Jason can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Jason has access to insurance solutions from the top-ranked insurance providers in Canada.

Jason began his career in the insurance industry in 1996. He is currently pursuing his Certified Financial Planner designation.

 

Sharon Avery, BPR, LL.B - Will & Estate Consultant

Sharon earned a Community Services Diploma in 1986, a Bachelor of Public Relations degree from Mount Saint Vincent University in 1996 and a Bachelor of Laws     degree from Dalhousie University in 2006. Prior to joining RBC Wealth Management, Sharon was in private practice with a large regional firm and practiced primarily in     the areas of corporate commercial law, wills, estates and trust law, health law and medical defence. Before pursuing her law degree, Sharon spent over ten years in senior executive and management roles within the not-for-profit sector for organizations such as Phoenix Youth Programs, the ALS Society of Nova Scotia and the Heart & Stroke Foundation of Nova Scotia. Sharon is a mother of five and a former foster parent. She has a special interest in disability law.

Sharon is a member of the Canadian Bar Association and the Halifax Estate Planning Council. She currently serves on the Board of Governors of Mount Saint Vincent University and is Chair of the University’s Advancement and External Relations Committee. Sharon has served as a director on several charity boards including the Canadian Bar Association NS Branch, the Northend Community Health Clinic, Dalhousie Legal Aid Clinic, the Spina Bifida Association and Crime Stoppers Nova Scotia.

 

Take the next step. Contact The Cormier Group's Wealth Management Team!