Brian Boulais is a Wealth Management Advisor at RWM, who joined our advisor team in early 2018, based at the Westmount office. With an extensive background working at some of the country’s largest financial institutions, Brian brings a deep understanding of the Wealth Management industry, investing and the financial markets to his role as an Advisor at RWM.

Brian’s commitment to providing honest and integrity-driven wealth management advice and his deep understanding of asset allocation and risk management allows him to deliver customized solutions for his clients.  His approach is founded on the balanced portfolio philosophy, ensuring that investments are diversified and aligned with clients’ goals and risk tolerance.

Brian is a Chartered Financial Analyst (CFA®) charter holder and has completed the Insurance license for Insurance of Persons through AMF to offer segregated funds and annuities. Brian is also a member of CFA Society Montreal and holds a Bachelor’s Degree in Finance from the University of Ottawa.

For more information about our Wealth Management Advisors, please consult the CIRO Advisor Report.