613.749.5027

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


  • Tamara L. Baird

    Vice President and Branch Manager

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  • Gilles Carrière

    Certified Financial Planner®

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  • Malcolm B. Fletcher

    Managing Director and Chief Investment Strategist

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  • Andrew Forcier

    Certified Financial Planner®

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  • David A. Gervais

    Certified Health Insurance Specialist, CHS®

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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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