We realize you have many choices when it comes to planning your insurance, investment, retirement and business needs. We also realize that you want to be comfortable with the person who is assisting you with that planning. Welcome to Roy & Associates. Established in 1994, Roy & Associates is an independent financial planning services firm that provides financial services and solutions to individuals and businesses in the Ottawa Valley and Ottawa region. Our goal is to create a comfortable future through sound financial planning for our clients. Our long-term relationship with our clients has allowed us to provide consistent advice throughout the years. At Roy & Associates, we have created a unique financial planning process so that we can implement strategies and solutions to meet your individual goals. Our philosophy is that with a solid technical background and an integrated team approach, our client-centric process will tailor to your needs.
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The Roy & Associates annual revenue was $5 million in 2026.
Yves Roy is the President, Certified Financial Planner of Roy & Associates.
3 people are employed at Roy & Associates.
Roy & Associates is based in Pembroke, Ontario.
The NAICS codes for Roy & Associates are [5239, 52, 52393, 523].
The SIC codes for Roy & Associates are [62, 628].
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