Meet our Team: Brian Boulais

Brian Boulais joined Rothenberg Capital Management in early 2018 as a Wealth Management Advisor in the Westmount office.

Brian has a Bachelor of Administration degree from the University of Ottawa. He holds both the Securities License as a Wealth Management Advisor and the Insurance of Persons license from the AMF. He has also completed the Chartered Financial Analyst program and is a member of the Montreal CFA Society.

Prior to joining Rothenberg Capital Management, Brian worked for a couple of the largest financial institutions in Canada. He decided to move into a position as Wealth Management Advisor that would allow him to meet with clients one-on-one. He excels at assisting clients with investment choices, security, and return on investments. He enjoys customizing portfolios based on the clients’ risk tolerance and ever-changing markets.

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.