Growing up, my passion for economics was greatly influenced by one of my teachers. It was that teacher's encouragement, that led me to pursue the career I am in today. Prior to joining Edward Jones as a Financial Advisor in 2014, I worked as a Financial Planner for close to 30 years.
I was born in Montreal and completed my Certificate of Business Administration at Sherbrooke University. I love to learn and have completed various university certificates in areas of insurance, defining wealth strategies and equity trading. I am also a Certified Financial Planner.
I decided to join Edward Jones, because of the integrity reflected in their client centred approach. The focus is solely on you and what's best for you and your family.
My clients want to learn about their finances and achieve their goals. We are a team. I am here to coach them in achieving those goals. I provide guidance and help to create a plan that will drive the decisions they make. Our plans often focus on retirement, educational savings and insurance.
Our office serves clients in Granby and the surrounding areas. We also have clients in Montreal, Quebec City and Drummondville, among others. Outside of the office you will find me spending time with my husband and our grandchildren. In my spare time I love to read or go for walks.
When you call you will speak with either myself or the Branch Office Administrator, Rebecca. Rebecca is caring and organized. She takes very good care of our clients and helping them in any way she can. When she isn't in the office you will find her having fun with her daughter or reading.
We look forward to hearing from you and seeing if we can help.
My Personal Interests
Office Address218 Denison Est
Granby, QC J2H 2R6 opens in a new window
Phone NumberLucie Roy at (450) 372-4317
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More