Our Mission
To guide and accompany our clients in a personalized and human way at every stage of life.
Our vision
A 360-degrees service in terms of financial advice, development of strategies and continual management of financial wealth through highly personalized and scalable financial plans.
About Us
Roy, Lévesque & Associés offers a variety of investment advice, personal insurance and consulting services to individuals, professionals and businesses. Founded in 1960 by Guy J. Lévesque, Roy, Lévesque & Associés (RL&A) was first a financial services firm specializing in the management of physician’s insurance portfolios. Over the next 30 years, RL&A would add to its service offering: the development of tax strategies, retirement planning, investment portfolio management and insurance and estate planning. In 1987, Mr. Lévesque handed over the reins of the company to his daughter, Sylvie Lévesque who would then extend RL&A’s services to families, SMEs and high net worth individuals in the Estrie, Montreal and Ottawa regions.
Since 2008, Ms. Lévesque's eldest son, Louis Roy, has been at the helm of the company. Louis carries on the family tradition by developing personal and corporate financial plans based on the ever-changing needs and goals of his clientele.