CFP®, CIM, FMA, FCSI®, PMP®
Financial Advisor, Certified Financial Planner®
Sylvie Malette
- Certified Financial Planner®
- Canadian Investment Manager
- Financial Management Advisor
- Fellow of the Canadian Securities Institute®
- Project Management Professional (PMP)®
- Member of the RocheBanyan team since 2022.
- She has worked in the financial services industry since 2000.
- Offers bilingual services.
Sylvie is an experienced Investment Manager (CIM) and Certified Financial Planner (CFP®).
She offers comprehensive financial planning and wealth management solutions to individuals, families, and business organizations. She helps her clients reach their goals through coaching and practical, unbiased advice. Sylvie is a strong advocate for financial literacy in Canada and actively involved in her community.
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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