MONTREAL, Feb. 12, 2015 /CNW/ - Richard Rousseau, Senior Vice-President, Private Client Group is very pleased to announce that Richard Dorval has joined Raymond James Ltd. in Montreal, QC. Richard Dorval is an investment advisor and president of Retraite Alto, an independent financial services agency of Raymond James Ltd. His mission is to deliver returns for clients through an active portfolio management approach, focused on dividend income from the most profitable Canadian and international companies, and tax efficiency using financial planning strategies adapted to each client's needs.
"Richard's deep expertise and experience helping clients with their investments and retirement solutions is a huge benefit," says Mr. Rousseau. "We are pleased to welcome him to Raymond James and look forward to working together to further benefit individual investors and families in Quebec."
Mr. Dorval has been in the financial services industry for close to 30 years, and is well known for his 15 years as the founder and president of Option Retraite. When National Bank acquired the firm 6 years ago, he stayed on as Special Advisor to Management and Strategic Advisor – Retirement Planning and Solutions. He is pleased to bring his extensive experience as an investment advisor and entrepreneur, and will be looking to hire investment advisors for Retraite Alto at Raymond James.
"Partnering with Raymond James enables me to bring the best of both worlds to my clients," says Mr. Dorval. "World class wealth management solutions delivered locally. It is also a benefit to be part of such a strong firm with a US parent that will enable me to assist investors with their financial needs from both sides of the border."
Raymond James is a leading North American independent full service investment dealer, offering an extensive range of professional investment services and products including: private client services, portfolio management, financial & estate planning services, insurance, equity research, investment banking and institutional sales & trading. Through its network of 6,300 Financial Advisors and Portfolio Managers across Canada and the United States, Raymond James serves more than 2.6 million individual investors and families, and oversees total client assets of approximately $483 billion.
For more information about Raymond James, please visit our web site at: www.raymondjames.ca.
SOURCE Raymond James Ltd.
For further information: Richard Rousseau, SVP, Private Client Group, (514) 687-6002, [email protected]