Nick Rouleau - Mobile Investment Consultant at CIBC

07/27/2020

Good morning & Happy Monday!

After a few long months of working from home, I am happy to advise that I have now made my return to the office. Now more than ever, it is crucial to have a sound Financial Plan in place. If your plan needs to be reviewed, or if you are not sure where to start - please reach out and I will be more than happy to help.

In the mean time, I wanted to share the following: Jamie Golombek discusses the top 3 tips to manage your finances during COVID-19.

Thanks & have a great week!

Nick

Jamie Golombek discusses the top 3 tips to manage your finances during COVID-19.

04/28/2020

As we continue to navigate through these challenging times, I wanted to provide a quick reminder that I am always happy to help review your financial plan.

Regardless of what your current objectives or challenges might be, please feel free to reach out if you need some assistance.

More importantly: another big Thank You to all of the healthcare, frontline and essential workers who are continuously helping our communities. Your efforts are greatly appreciated!

All the best,

Nick Rouleau

02/27/2020

Looking for RRSP investment options? Let CIBC advisors show you the different ways you can invest your retirement savings.

Friendly reminder that the RRSP deadline (for 2019 tax purposes) is coming up on this Monday, March 2nd! Please feel free to reach out if you would like to review your Financial Plan.

http://bit.ly/2OOPc84

Looking for RRSP investment options? Let CIBC advisors show you the different ways you can invest your retirement savings.

02/11/2020

Start saving today so you can retire comfortably. Flexible options are available for before and during your retirement. Learn more by giving me a call and/or emailing me today!

Planning your retirement is easy with RRSP advice from CIBC experts.

01/28/2020

Good afternoon!

As many of you may be aware, the February 29th deadline for 2019 RRSP contributions is quickly approaching. As a result, I will be hosting a Retirement Planning Seminar alongside some colleagues from CIBC, which will include an expert panel of advisors.

I would like to extend the invitation to anyone who may be interestd in attending. During the event, we will be discussing a wide range of topics regarding the RRSP - ranging from investment planning, tax efficiency, and tips to ensure you are taking full advantage of all benefits associated with the RRSP.

The event will be held on Wednesday, February 12th at our South Keys CIBC Banking Centre. There will be 2 separate sessions - from Noon to 1pm, and then from 2pm to 3pm. Refreshments will be provided, and there will be a Q&A session to answer any questions that you may have.

If you would like to attend, or would like receive more information, please feel free to contact me through this very page; via email at [email protected]; or directly at 613-286-5569.

Thanks & have a great day!

Nick Rouleau B.A. Law | Mobile Investment Consultant | CIBC Mobile Advice|
Ottawa, ON Canada | Cell: 613-286-5569| [email protected]

01/13/2020

You already know you need to spend less and save more. 7 financial experts share what they’re resolving to do next year—and how they’re going to accomplish it. Read more here:

You already know you need to spend less and save more—here's what you need to do it like a pro.

01/02/2020

Good afternoon! I am excited to be back in the office today, and sincerely hope that everyone was able to enjoy the Holiday Season.

As the calendar has flipped to 2020 - it is a great time to create new goals for the year, along with a plan to help make them a reality.

Whether your goals are big or small, I am always happy to help review your financial plan.

If you would like to take the time to review your plan, please feel free to reach out to me at anytime.

I can be reached via this page, email at [email protected], or directly at 613-286-5569.

Thanks very much, and wishing you all the best in 2020!

Nick Rouleau

12/18/2019

When it comes to managing money, kids are starting about two years earlier than their parents did, finds a new CIBC poll. Yet, most parents (73%) avoid talking about money regularly. Read more here:

TORONTO, Oct. 23, 2018 /CNW/ - CIBC (CM:TSX) (CM:NYSE) – When it comes to managing money, kids are starting about two years earlier than their parents did, finds a new CIBC poll. Yet, most parents (73 per cent) avoid talking about money regularly and worry they lack the know-how, leaving their kid...

12/11/2019

Here are 10 tips to improve your financial wellness during the festive period:

The lead-up to Christmas and the holiday period can have a significant impact on financial and holistic wellness, but there are ways we can look after ourselves, a financial adviser has suggested.

12/03/2019

CIBC today announced its participation in The Valuable 500, an international initiative striving to place disability on the business agenda. CIBC is the first Canadian bank to join the campaign dedicated to unlocking the business, social and economic value of people living with disabilities around the world.

TORONTO, Dec. 3, 2019 /CNW/ - CIBC today announced its participation in The Valuable 500, an international initiative striving to place disability on the business agenda. CIBC is the first Canadian bank to join the campaign dedicated to unlocking the business, social and economic value of people liv...

10/21/2019

Happy Monday Everyone!

I would like to take a quick moment this morning to recognize & appreciate my good friend Mathieu Gignac.

Mat has quickly become one of the most trusted Real Estate Agents in Ottawa, and for very good reason.

Over this past weekend, I was fortunate enough to purchase my first home. And this is where Mat truly went above & beyond:

Despite being away on vacation with friends & family, Mat was incredibly still able to take the time and ensure that everything was taken care of.

He was speaking with the builder on my behalf, booking appointments for me, and promptly answering every question or concern that I had.

Thanks again Mat, as I couldn’t have done this without you.

To my friends & clients: I fully & strongly recommend seeking his services for any Real Estate needs.

Thanks & have a great day!

Nick Rouleau

10/11/2019

Wishing a very Happy Thanksgiving Weekend to all of my clients, friends & family!