36 LYLE ROULEAU

36 LYLE ROULEAU

Rouleau Investment Group
CIBC Wood Gundy

Edmonton, AB

In contrast to the other advisors on this list, Lyle Rouleau’s AUM actually dipped in 2016, from $344 million to $315 million. This occurred largely due to “one large institutional client using some cash for their members,” which of course is a hazard of the business when you’re dealing with assets on the scale that Rouleau Investment Group does. However, Rouleau retains his place on the Top 50 Advisors list thanks to an impressive revenue per client of $9,472 after adding 18 new clients to his book this year.

Company Information

  • Rouleau Investment Group
  • 10180-101 Street, Suites 1700 & 1800 Edmonton, Alberta T5J 3S4

Contact Information