Geneviève Jamault
CFP®
- 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
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Zachary Carrière
Financial Advisor
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Gilles Carrière
Certified Financial Planner®
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Andrew Forcier
Certified Financial Planner®
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David A. Gervais
Financial Advisor
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Éric Gibeault
Certified Financial Planner®
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Éric Haché
Financial Advisor
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Geneviève Jamault
Certified Financial Planner®
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Rudy Johnson
Certified Financial Planner®
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Anny He
Financial Advisor
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Martin Parker
Senior Financial Advisor
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Robert Théroux
Certified Financial Planner®
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Allan J. Walton
Certified Financial Planner®
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