CFP®
Financial Advisor, Certified Financial Planner®
Geneviève Jamault
- Certified Financial Planner®
- Certified by the Government of Canada Pension Centre for the delivery of the Public Service Pension Plan Member Education Session (PSPP Certified)
- Bachelor in Commerce from Telfer School of Management
- Member of the RocheBanyan team since 2011
- She has worked in the financial planning field since 2011
- Offers bilingual services
Geneviève’s business focus is on helping clients make a seamless transition into the income phase from the accumulation phase. She assists clients, not only, in preparing to draw income from their investments in a tax efficient method but also in navigating the challenges of this new phase.
Geneviève is an active member of the roster of pension and financial planning expert speakers for The Retirement Planning Institute.
Our other team members
Allan J. Walton
CFP®, CIM®
Financial Advisor, Certified Financial Planner®
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Robert Théroux
CFP®
Financial Advisor, Certified Financial Planner®
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Martin Parker
Senior Financial Advisor
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Anny He
CFA®
Financial Advisor
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Rudy Johnson
CFP®
Financial Advisor, Certified Financial Planner®
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Geneviève Jamault
CFP®
Financial Advisor, Certified Financial Planner®
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Éric Haché
Financial Advisor
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Éric Gibeault
CFP®
Financial Advisor, Certified Financial Planner®
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David A. Gervais
CFP®, CLU®, CHS™, RRA®
Financial Advisor/ Certified Financial Planner®
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Andrew Forcier
CFP®
Financial Advisor, Certified Financial Planner®
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Gilles Carrière
CFP®
Financial Advisor, Certified Financial Planner®
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Zachary Carrière
RRA™
Financial Advisor
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Sylvie Malette
CFP®, CIM, FMA, FCSI®, PMP®
Financial Advisor, Certified Financial Planner®
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Jasmin Gibeau
Financial Advisor
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Xavier Carrière
CFP®
Certified Financial Planner®
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Nigel Roy
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