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''Congratulations on a remarkable career. You have made many families happier, better equipped to face the future, and more financially independent. Sincerely,'' - Vincent HogueI’ve had the privilege of working with and for Financial Advisors my entire working life, a 30 year career of service dedicated to the independent advisory wealth management profession. Together, we have been stewards of clients’ hopes and dreams, and built great value and shareholder equity. Client appreciation of the value of an Investment Advisor’s professional advice and services has always been very important to me.After my BSc degree in Finance at Indiana University, I immediately started my career at Levesque, Beaubien, mentored by industry leaders who gave me the opportunity to learn the trade in various capacities in both the Private Client Group and institutional fixed-income businesses. I quickly determined my preference for the private-client side of the business, and made a career choice to work closely with Investment Advisors. While managing the PCG fixed-income desk, I did my MBA at McGill University. Never have I regretted my decision! I have had the good fortune of working with portfolio managers and investment professionals all across Canada. Whether working as a branch manager in Montreal and Vancouver, as a Regional manager in Western Canada where my mandate was to grow the firm’s presence outside Quebec, as National Sales Manager, as Executive Vice-President in charge of the Private Client Group, or as Vice-Chairman, working with and for FA’s has continually been rewarding and challenging, and the most important benefit has been the long-term relationships forged.I now have the privilege of bringing this experience to one of North America’s leading wealth management firms. It is with much enthusiasm that I will be presenting RJ’s advantages to all my Financial Advisor friends and colleagues.Social Media Disclaimer: http://bit.ly/1nspoNn/*********/http://bit.ly/1nspoNn
Cub De Golf Grand-Mère Golf Club
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StewardCub De Golf Grand-Mère Golf Club Sep 2023 - PresentGrand-Mère, Quebec, CanadaA Walter J Travis, Charles Alison hidden gem
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Vice Chair, Private Client Group - QuebecRaymond James Ltd. Dec 2019 - Sep 2023 -
Executive Vice President, Head Of Wealth Management, Private Client GroupRaymond James Ltd. Oct 2015 - Dec 2019Toronto, Canada AreaAn investor's most important financial decision is his or her choice of Financial Advisor (FA). An FA’s most important decision is his or her choice of firm.With a market capitalization of $7.5 Billion, over 100 consecutive quarters of profitable operations, and a network of over 6500 FAs in North America, Raymond James (RJ) is Canada's premier independent supplier of Wealth Management Services to investors, the largest firm operating in the wealth management profession in Canada.The delivery of Wealth Management Advisory services through the independent Financial Advisory profession is priority #1 at RJ. There are no competing distribution channels within the company.The products, investment platforms, tools, and technology allow FAs to service their clients' wealth management needs at the highest standards available in North America.RJ has a unique approach to the relationship with the FA. We value and respect the business an FA brings to the firm by officially recognizing, in writing, that the FA not only owns management rights of client assets, but also the goodwill related to that business. This is unique in North America, and of tremendous value to an FA's well-being and long-term personal financial planning.A Financial Advisor’s professionalism depends on his or her ability to present what is best for the client without any undue influence from the firm such as tied-selling or directed-selling. RJ respects the FA's independence, and expects in return a high standard of professionalism from its advisors.Depending on an FA's choice and priorities, he or she can work within the traditional corporate branch office at very competitive payouts, or choose to establish their own agency at higher payouts where they control their own costs of operation.Through our US affiliation, FAs can register themselves in the US and service US residents or Canadians also living in the States.These are the main reasons why I joined Raymond James. -
Senior Vice President, Private Client GroupRaymond James Ltd. Jan 2014 - Sep 2015Montreal, Canada Area -
Board MemberIiac - Investment Industry Association Of Canada Jan 2017 - Sep 2023Toronto, Canada Area -
Board MemberFree The Children Jan 2009 - Dec 2015Toronto, Canada AreaFree The Children is an international charity and educational partner that believes in a world where all children are free to achieve their fullest potential as agents of change. We work domestically through We Day and We Act to educate, engage and empower youth to become active local and global citizens. Through our holistic and sustainable development model - Adopt a Village - we work to remove barriers to education and to empower communities to break the cycle of poverty. -
Vice-ChairmanNational Bank Financial Wealth Management Jul 2011 - Nov 2012Montreal, Canada AreaParticipated in the HSBC and Wellington West acquisitions. -
Executive Vice-President (Evp)National Bank Financial Wealth Management May 2007 - Jul 2011Montreal, Canada Area• Successful stewardship and guidance of NBF through turbulent financial markets and major restructuring periods.• Redesign of the overall sales management structure evolving from producing managers to full-time professional management, in the process establishing a very strong regional management team that enabled our Investment Advisors to succeed.• Created and selected a very strong team of professionals in the Asset Management, Branch Operations, Tier-1 Compliance Supervision (IIROC) and Practice Management fields who supported our Investment Advisors and Portfolio Managers. • Lead the acquisition of four investment firms across Canada, adding over 100 Investment Advisors (IA) and Portfolio Managers (PM) and over $3 Billion Assets under Management (AUM).• Proud to be part of a team that guided the firm to record profitability. -
National Sales Manager, Individual Investor ServicesNational Bank Financial Wealth Management Oct 2004 - May 2007Montreal, Canada Area• Continued growth of the retail network across Canada and great retention within Quebec. -
Senior Vice-President (Svp) And Managing DirectorNational Bank Financial Wealth Management Sep 2003 - Oct 2004Montreal, Canada Area• Built and established a competitively significant market-share presence for the network outside of Quebec. -
Regional Manager For Western CanadaNational Bank Financial Wealth Management Dec 2000 - Sep 2003Vancouver, Canada Area• Successfully built and established a large market-share in Western Canada.• Directly responsible for the hiring of 11 out of 30 Council level members. -
Manager, Vancouver BranchLevesque Securities (Predecessor Firm To National Bank Financial Wealth Management) Sep 1997 - Aug 2003Vancouver, Canada Area• Oversaw the complete turnaround of the branch from underperforming business unit, building assets under administration (AUA) from $170M to $1.4B to establish profitable operations.• In addition to being the Manager of the Vancouver and White Rock branches, I also worked in parallel as the Regional Manager for British Columbia. -
Manager, Montreal BranchLevesque Beaubien Geoffrion (Predecessor Firm To National Bank Financial Wealth Management) Aug 1993 - Sep 1997Montreal, Canada Area• Proud of hiring and mentoring rookies that have now become very successful veteran Council-Level advisors.• Actively participated in the formation of advisor teams working together to build their businesses and be much more effective in managing client wealth. • At the time LBG’s largest branch in both assets under management (AUM) and advisors.• Participated actively in creating an innovative financial product structure for the immigrant investor program. -
Manager, Retail Bond DeskLevesque Beaubien Geoffrion (Predecessor Firm To National Bank Financial Wealth Management) Jul 1988 - Aug 1993Montreal, Canada Area• This was my first managerial responsibility.• We greatly expanded the breadth of the fixed-income offerings.• We educated Advisors in proper fixed-income portfolio management greatly improving investment advisor portfolio management capabilities and expertise. -
Trader, Institutional Bond DeskLevesque, Beaubien (Predecessor Firm To National Bank Financial Wealth Management) Nov 1986 - Jul 1988Montreal, Canada Area• Fixed-Income trading and Institutional sales. -
Trader, Retail Municipal DeskLevesque, Beaubien (Predecessor Firm To National Bank Financial Wealth Management) Nov 1985 - Nov 1986Montreal, Canada Area• Learning the fixed-income business. -
Board MemberIiroc (Investment Industry Regulatory Organization Of Canada) Formerly Ida Investment Dealers Assoc. Jan 2001 - Dec 2002Vancouver, Canada AreaThe Investment Industry Regulatory Organization of Canada (IIROC) is the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity marketplaces in Canada. IIROC sets high-quality regulatory and investment industry standards, protects investors and strengthens market integrity while maintaining efficient and competitive capital markets. -
Chairman, National Advisory CommitteeIiroc (Investment Industry Regulatory Organization Of Canada) Formerly Ida Investment Dealers Assoc. Jan 2001 - Dec 2002Vancouver, Canada AreaIIROC’s National Advisory Committee (NAC) is an advisory body which serves as a forum for Chairs of the District Councils to raise and discuss matters of interest and provide input on policy initiatives. The NAC holds regular quarterly meetings and special meetings at the call of the Chair and reports to the IIROC Board of Directors three times a year.
Richard Rousseau Skills
Richard Rousseau Education Details
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Master Of Business Administration (Mba) -
Finance Major
Frequently Asked Questions about Richard Rousseau
What company does Richard Rousseau work for?
Richard Rousseau works for Cub De Golf Grand-Mère Golf Club
What is Richard Rousseau's role at the current company?
Richard Rousseau's current role is Club de Golf Grand-Mère Golf Club.
What is Richard Rousseau's email address?
Richard Rousseau's email address is ri****@****tron.ca
What is Richard Rousseau's direct phone number?
Richard Rousseau's direct phone number is +151453*****
What schools did Richard Rousseau attend?
Richard Rousseau attended Mcgill University, Indiana University Bloomington.
What skills is Richard Rousseau known for?
Richard Rousseau has skills like Financial Advisory, Team Building, Gestion De Portefeuille, Conseillers En Placement, Gouvernance Du Conseil, Fixed Income, Gestion Des Ventes, Portfolio Management, Business Development, Investments, Team Leadership, Finance.
Not the Richard Rousseau you were looking for?
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2warco.ca, vision-solutions.ca
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Richard Rousseau
Professionnel À La Recherche D'Un Nouveau Défi En Assurances De Personnes Et Développement Des Affaires En Services Financiers.Québec, Qc -
Richard Rousseau
Canada -
2gmail.com, cae.com
3 +122547XXXXX
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