Richard Dorval has joined Raymond James Ltd. in Montreal.
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 Richard Rousseau, senior vice president, private client group. “We are pleased to welcome him to Raymond James and look forward to working together to further benefit individual investors and families in Quebec.”
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 six years ago, he stayed on as special advisor to management and strategic advisor – retirement planning and solutions. He brings extensive experience as an investment advisor and entrepreneur, and will be looking to hire investment advisors for his Raymond James branch.
“Partnering with Raymond James enables me to bring the best of both worlds to my clients,” says Dorval. “World class wealth management solutions delivered locally. It is also a benefit to be part of such a strong firm with a U.S. parent that will enable me to assist investors with their financial needs from both sides of the border.”