Lyle Rouleau's Location
Canada
Lyle Rouleau's Education
- The University of Lethbridge
Bachelor of Management
1987 - 1989 - Grande Prairie Regional College
Commerce Transfer Program
1985 - 1987 - Eaglesham School
Lyle Rouleau's Skills
- Chartered Investment Manager
- Fellow of Canadian Securties Institute
- Investment Management
- Portfolio Management
- Financial Planning
- Institutional Investments
- Business Transition Planning
- Equity Monetization
- Estate Planning
- Charitable Gift Planning
Lyle Rouleau's Summary
Lyle Rouleau, based in Canada, is currently a Portfolio Manager, Senior Wealth Advisor at CIBC Wood Gundy. Lyle Rouleau holds a 1987 - 1989 Bachelor of Management @ The University of Lethbridge. With a robust skill set that includes Chartered Investment Manager, Fellow of Canadian Securties Institute, Investment Management, Portfolio Management, Financial Planning and more, Lyle Rouleau contributes valuable insights to the industry. Lyle Rouleau has 2 emails on RocketReach.
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