WPCA Top 50 Advisor: Lyle Rouleau

WPCA Top 50 Advisor: Lyle Rouleau

WPCA Top 50 Advisor: Lyle Rouleau

Lyle Rouleau

Name: Lyle Rouleau

 

Current: 
  • First Vice President, Investment Advisor,  Rouleau Investment Group, CIBC Wood Gundy
  • Previous:
    Years of Experience:
    About 20 years of experience in the financial industry
    ACHIEVEMENTS/RECOGNITIONS:
    • Top 50 Advisor’s in Canada, Wealth Professional Magazine, 2014
    • CIBC Wood Gundy President’s Council Awardee (2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004, 2000)
    • CIBC Wood Gundy Executive Club Awardee (2003, 2002, 2001)
    • CIBC Chief Executive Award (2003)
    • Chartered Investment Manager ("CIM") designation and was awarded the Fellow of CSI ("FCSI")
    AFFILIATIONS:
    • Fellow of CSI 
    EDUCATION:
    • Completion of the Canadian Securities Course
    • Completion of the Conduct & Practices Handbook, Professional Financial Planning Course,
    • Completion of the Options Licensing Course, 
    • Completion of the Portfolio Management Techniques
    • Bachelor of Management, University of Lethbridge (1987-1989)
    • Licensed for Life and Accident & Sickness Insurance
    • Registered Portfolio Manager
    Birthday                            
    Current Town

    Edmonton, Alberta

    Hometown Eaglesham, Alberta
    Family Married, 2 Children
    Interests Sports, Fishing, Movie, Music
    Other Information  

    Weal Professional Canada Top 50 Advisor 2014

    To read the full feature, click on the following link Wealth Professional Canada Top 50 Advisor for 2014