Get To Know the Newton & Alice Signature Sponsor:
Thériault Wealth Management Team, RBC Dominion Securities
As Past-President of the H’art’s Board of Directors, Josée Thériault has been involved in the success and sustainability of H’art, its programs and projects. For nearly 10 years, she has been a spokesperson at public awareness events and during French-language media interviews. Most recently, she worked on a campaign to build H’art’s 3,500 square foot, fully-accessible performing arts studio and presentation space, called “The Box”.
Josée is a veteran investment professional, joining the RBC Financial Group in 1986 she offers clients over twenty-five years experience in the financial industry. Josée enjoys sharing her knowledge and insights with clients while helping them to build wealth through conservative and balanced portfolios. This time-tested investment approach helps clients build long-term wealth while avoiding the extreme highs and lows of investment fads. The process of holistic wealth management entails a high degree of trust on behalf of the client to feel comfortable disclosing financial and personal details beyond the investment portfolio. Josée respects the level of confidence instilled in her by clients and reciprocates with the assurance of the highest level of professionalism and discretion.
Josée was raised in the city, lives in the country and feels at home in both. With her husband she has raised two children of whom she is very proud. She understands that finding a balance is important; whether it’s a balance between work and family or taking time to enjoy life. Josée has learned to apply balance in financial matters as well; her investment philosophy considers all aspects of her clients needs when determining the investment solution best suited to their financial situation. Her down-to-earth approachability and management style fosters relationships that go beyond just that of an investment advisor, to many of her clients she is a life advisor as well, offering help with evaluating a variety of potential financial opportunities and assisting with decisions such as renovating their home or buying a new cottage.
With the Thériault Wealth Management Team of RBC Dominion Securities, we offer clients the customized financial solutions, advice and the detailed service you would expect from a boutique firm, backed by the strength and stability of Canada’s largest wealth management provider.