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For your retirement • Pour votre retraite
  
 
 
 
 
 
 
Managing Director and
Chief Investment Strategist
Malcolm B. Fletcher, CA, CFP, CMC
Tel 613.842.4229
email mfletcher@rochebanyan.ca
  • Fluently bilingual, with the team since 1996 launch
  • Chartered Accountant
  • Certified Financial Planner
  • Certified Management Consultant
Team - Financial Specialists
Tamara Baird , CFP, CPCA
 
Tel 613.842.7261
email tbaird@rochebanyan.ca
  • Certified Financial Planner (CFP)
  • Branch Manager
  • 13 Years Financial Services industry experience
  • Retirement Planner
Gilles Carrière , CFP
   
Tel 613.842.7258
email gcarriere@rochebanyan.ca
  • Certified Financial Planner (CFP)
  • Gilles’s financial practice is aimed at providing pension, financial and retirement planning advice to individuals working for public sector Employers such as the Public Service.
  • Delivers over 40 seminars a year on the subject of pension, financial, investment and tax planning.
  • He has worked in the field of financial planning since 1997
Michel Guimond, B.Sc., CLU, ASA,
   Financial Planner (IQPF)
Tel 613.842.4224
email mguimond@rochebanyan.ca
  • Worked in Actuarial from 1985 to 1990
  • Financial Advisor since 1990
  • Expertise in Investments and Insurance
  • Bilingual
Éric Haché
Tel 613.842.7251
email echache@rochebanyan.ca
  • Eric has over 15 years of experience in the financial industry
  • He joined the RocheBanyan team in January of 2011
  • His mandate is to help his clients achieve their financial goals and to make tax efficient decisions concerning investments before and after retirement such as when to withdraw RRSPs
  • Offers bilingual services
Rudy Johnson, CFP, M.P.A., B.A.
Tel 613.842.7240
email rjohnson@rochebanyan.ca
  • Certified Financial Planner (CFP)
  • Investment and Insurance management since 1996
  • A member of the retirement planning team since 2002 delivering between 25 and 45 seminars per year through the Retirement Planning Institute
  • Former public servant in Research and Evaluation, Economic Regulation and Costing of Transportation Modes
Martin Parker
Tel 613.842.4217
email mparker@rochebanyan.ca
  • A dedicated bilingual team approach designed to empower our clients to make an effective financial transition from the workplace into retirement.
  • Our mandate from our clients:
    • To help determine when they should retire
    • Will they have enough money to live comfortably
    • Will the money last long enough
    • To determine how and when to use all sources of retirement income
  • Martin Parker has over 25 years expertise in various segments of the financial services industry
  • Has delivered over 200 seminars to various government and private sector groups
François Poudrier
Tel 613.842.4227
email fpoudrier@rochebanyan.ca
  • François believes in building a solid financial foundation and assisting families to progress through the financial stages, such as saving for a home, preparing for education costs, and planning for retirement.
  • A member of the retirement planning team since 1998.
  • Offers bilingual services
Robert Théroux, B.Sc., Kin, CFP
Tel 613.842.4214
email rtheroux@rochebanyan.ca
  • Certified Financial Planner (CFP)
  • In the field of Financial Planning since 1986
  • with team since 1998
  • fluently bilingual
Allan J. Walton, CFP, CIM, FCIA, FSA
Tel 613.842.4226
email ajwalton@rochebanyan.ca
  • Certified Financial Planner (CFP)
  • Canadian Investment Manager (CIM)
  • Actuary (FCIA, FSA)
  • Extensive Pension Plan experience