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Josee Theriault, B. Admin. Dip., PFP
Ottawa Chapter
Jos�e has been in the financial services industry, serving the Kingston area, for twenty years. Her experience has given her a wealth of financial knowledge, which allows her to provide timely, concise advice to her clients. As a professional she is fully versed in the four industry pillars -- banking, trust, insurance and securities. Her credentials demonstrate her considerable devotion to continuous learning. Jos�e has earned the prestigious Personal Financial Planner (PFP) designation and is currently working on the Certified Investment Manager (CIM) designation. Jos�e and her colleagues share a "Down to Earth" management style. This is reflected in the wealth protection and steady-growth strategies employed by the team. They use a comprehensive Investment Policy Statement to invest, manage and review accounts. This statement helps Jos�e to set the standard for service excellence in the Kingston area. Jos�e and her team give sound financial advice to get you the peace of mind and financial security you deserve. She and her team make a serious commitment to their clients: "Every client will receive service excellence, open communication and respect".
Associate Portfolio Manager RBC Dominion Securities Inc. 366 King Street East, Suite 210 Kingston, ON K7K 6Y3
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