Richard Rousseau

Richard Rousseau Email and Phone Number

Club de Golf Grand-Mère Golf Club @
Richard Rousseau's Location
Canada, Canada
Richard Rousseau's Contact Details

Richard Rousseau work email

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About Richard Rousseau

''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

Richard Rousseau's Current Company Details
Cub de Golf Grand-Mère Golf Club

Cub De Golf Grand-Mère Golf Club

Club de Golf Grand-Mère Golf Club
Richard Rousseau Work Experience Details
  • Cub De Golf Grand-Mère Golf Club
    Steward
    Cub De Golf Grand-Mère Golf Club Sep 2023 - Present
    Grand-Mère, Quebec, Canada
    A Walter J Travis, Charles Alison hidden gem
  • Raymond James Ltd.
    Vice Chair, Private Client Group - Quebec
    Raymond James Ltd. Dec 2019 - Sep 2023
  • Raymond James Ltd.
    Executive Vice President, Head Of Wealth Management, Private Client Group
    Raymond James Ltd. Oct 2015 - Dec 2019
    Toronto, Canada Area
    An 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.
  • Raymond James Ltd.
    Senior Vice President, Private Client Group
    Raymond James Ltd. Jan 2014 - Sep 2015
    Montreal, Canada Area
  • Iiac - Investment Industry Association Of Canada
    Board Member
    Iiac - Investment Industry Association Of Canada Jan 2017 - Sep 2023
    Toronto, Canada Area
  • Free The Children
    Board Member
    Free The Children Jan 2009 - Dec 2015
    Toronto, Canada Area
    Free 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.
  • National Bank Financial Wealth Management
    Vice-Chairman
    National Bank Financial Wealth Management Jul 2011 - Nov 2012
    Montreal, Canada Area
    Participated in the HSBC and Wellington West acquisitions.
  • National Bank Financial Wealth Management
    Executive Vice-President (Evp)
    National Bank Financial Wealth Management May 2007 - Jul 2011
    Montreal, 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 Bank Financial Wealth Management
    National Sales Manager, Individual Investor Services
    National Bank Financial Wealth Management Oct 2004 - May 2007
    Montreal, Canada Area
    • Continued growth of the retail network across Canada and great retention within Quebec.
  • National Bank Financial Wealth Management
    Senior Vice-President (Svp) And Managing Director
    National Bank Financial Wealth Management Sep 2003 - Oct 2004
    Montreal, Canada Area
    • Built and established a competitively significant market-share presence for the network outside of Quebec.
  • National Bank Financial Wealth Management
    Regional Manager For Western Canada
    National Bank Financial Wealth Management Dec 2000 - Sep 2003
    Vancouver, 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.
  • Levesque Securities (Predecessor Firm To National Bank Financial Wealth Management)
    Manager, Vancouver Branch
    Levesque Securities (Predecessor Firm To National Bank Financial Wealth Management) Sep 1997 - Aug 2003
    Vancouver, 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.
  • Levesque Beaubien Geoffrion (Predecessor Firm To National Bank Financial Wealth Management)
    Manager, Montreal Branch
    Levesque Beaubien Geoffrion (Predecessor Firm To National Bank Financial Wealth Management) Aug 1993 - Sep 1997
    Montreal, 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.
  • Levesque Beaubien Geoffrion (Predecessor Firm To National Bank Financial Wealth Management)
    Manager, Retail Bond Desk
    Levesque Beaubien Geoffrion (Predecessor Firm To National Bank Financial Wealth Management) Jul 1988 - Aug 1993
    Montreal, 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.
  • Levesque, Beaubien (Predecessor Firm To National Bank Financial Wealth Management)
    Trader, Institutional Bond Desk
    Levesque, Beaubien (Predecessor Firm To National Bank Financial Wealth Management) Nov 1986 - Jul 1988
    Montreal, Canada Area
    • Fixed-Income trading and Institutional sales.
  • Levesque, Beaubien (Predecessor Firm To National Bank Financial Wealth Management)
    Trader, Retail Municipal Desk
    Levesque, Beaubien (Predecessor Firm To National Bank Financial Wealth Management) Nov 1985 - Nov 1986
    Montreal, Canada Area
    • Learning the fixed-income business.
  • Iiroc (Investment Industry Regulatory Organization Of Canada) Formerly Ida Investment Dealers Assoc.
    Board Member
    Iiroc (Investment Industry Regulatory Organization Of Canada) Formerly Ida Investment Dealers Assoc. Jan 2001 - Dec 2002
    Vancouver, Canada Area
    The 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.
  • Iiroc (Investment Industry Regulatory Organization Of Canada) Formerly Ida Investment Dealers Assoc.
    Chairman, National Advisory Committee
    Iiroc (Investment Industry Regulatory Organization Of Canada) Formerly Ida Investment Dealers Assoc. Jan 2001 - Dec 2002
    Vancouver, Canada Area
    ​IIROC’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

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 Board Governance Sales Management Wealth Management Financial Advisors Philantropy Investissements Financial Analysis Business Strategy Philanthropie Gestion De Patrimoine Conseillers Financiers Obligations Financial Markets

Richard Rousseau Education Details

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.

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