CFP®
Financial Advisor, Certified Financial Planner®
Robert Théroux
- 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)
- Life Insurance advisor
- Member of the RocheBanyan team since 1998
- He has worked in the financial planning field since 1986
- Offers bilingual services
Robert’s philosophy has always been to adhere to the KISS principle, Keep It Simple and Straightforward, when it comes to financial planning.
Robert has been an Active member of Advocis, The Financial Advisors Association of Canada, since 1986. He is a past President, and current member, of the Business Club d’Orléans. Robert was involved with Minor Hockey, within his community, as a coach, trainer and treasurer.
Married with 3 children; Robert looks at life much like his philosophy, “It does not have to be complicated”!
Robert 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
Financial Advisor
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