Brian Boulais
CFA
Wealth Management Advisor
Brian joined Rothenberg Wealth Management in 2018 as a Wealth Management Advisor working out of Westmount head office. He has many years of financial services experience having worked for some of the largest financial institutions in the country.
Brian’s knowledge and successful experience in asset allocation and risk management is a product of his dedication to provide the best advice, delivered with honesty and integrity. He is committed to providing customized service while focusing on a balanced portfolio approach.
Brian holds a Bachelor of Administration degree from the University of Ottawa and is a Chartered Financial Analyst (CFA) charter holder. He is currently a member of the Montreal CFA Society and is also Insurance licensed for Insurance of Persons through AMF.
If you are looking for an advisor that will listen to your needs and objectively guide you through your investment options, no matter your stage in life, feel free to contact Brian.
For more information about our Wealth Management Advisors, please consult the CIRO Advisor Report.