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Brian Boulais

CFA

Wealth Management Advisor, Portfolio Manager

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.

What Clients Say

  • Our investment advisor Brian Boulais does a great job of taking care of our portfolio and keeps us up to date with suitable investments.

    Patricia G.
  • I have been a client for the last decade. Great communication and service. They have my trust and best interests at heart. We have done quite well together. My Financial Advisor is Brian Boulais. I feel like friends…. I highly recommend Rothenberg Wealth Management!

    Gary B.

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    Our Offices

    Westmount Head Office
    Montreal – West Island
    Montreal – South Shore
    Calgary

    Westmount Head Office

    Address
    4420 St. Catherine Street W
    Westmount, Quebec H3Z 1R2 Canada
    Telephone
    514-934-0586
    Telephone
    1-800-811-0527

    Montreal – West Island

    Address
    6500 Trans Canada, Suite #140
    Pointe-Claire, Quebec H9R 0A5 Canada
    Telephone
    514-697-0035
    Telephone
    1-800-811-0527

    Montreal – South Shore

    Address
    4605 Boulevard Lapinière, Block B (Floor 3)
    Brossard, Quebec J4Z 3T5
    Telephone
    450-321-0001
    Telephone
    1-800-811-0527

    Calgary

    Address
    1333 8th Street SW, Suite 302
    Calgary, Alberta T2R 1M6 Canada
    Telephone
    403-228-2378
    Telephone
    1-800-456-0949