Brian Boulais is a Wealth advisor & Portfolio Manager at Rothenberg Wealth Management – Harbourfront Wealth Management, who joined RWM in early 2018, based at the Rothenberg Montreal – Westmount branch. 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 profile.

Brian is a Chartered Financial Analyst (CFA®) charter holder. Brian is also a member of CFA Society Montreal and holds a Bachelor’s Degree in Finance from the University of Ottawa.