linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jocelyn Perodeau

RBC Private Counsel (usa) Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jocelyn? Claim Your Profile

About Jocelyn Perodeau

Jocelyn Perodeau is a financial advisor at RBC Private Counsel (USA) Inc., based in Montreal, Quebec. Jocelyn is registered in Texas, with an active IA registration. Jocelyn has been in the financial industry since October 2010 and has been with RBC Private Counsel (USA) Inc. since March 2012. Jocelyn specializes in retirement planning and estate planning.

Firm Information

Jocelyn Perodeau is currently registered with RBC Private Counsel (usa) Inc.. RBC Private Counsel (USA) Inc. is a registered investment adviser with the SEC, based in TORONTO, ON, Canada. The firm manages approximately $6.83 billion in client assets, primarily for high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. RBC Private Counsel offers portfolio management services for individuals and selection of other advisers. They also participate in wrap fee programs.
RBC Private Counsel (usa) Inc.

155 WELLINGTON STREET WEST, 17TH FLOOR

TORONTO, ON, M5V 3K7

$6.83B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jocelyn Perodeau’s Registration & Firm History

NA

06/25/2013 - Present

RBC Private Counsel (usa) Inc. (MONTREAL, QUEBEC )

Not sure if Jocelyn Perodeau is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jocelyn Perodeau.
Not sure if Jocelyn Perodeau is right for you?