Name: Lyle Rouleau
| Current:
First Vice President, Investment Advisor, Rouleau Investment Group, CIBC Wood Gundy
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| 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")
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| AFFILIATIONS:
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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
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| Birthday |
|
| Current Town |
Edmonton, Alberta
|
| Hometown |
Eaglesham, Alberta |
| Family |
Married, 2 Children |
| Interests |
Sports, Fishing, Movie, Music |
| Other Information |
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To read the full feature, click on the following link
Wealth Professional Canada Top 50 Advisor
