Raymond is a B. Commerce graduate (specialization in Finance) of the Telfer School of Business at the University of Ottawa.
He is an Associate Consultant with the Gobel & Associates team with over five years of experience in the Financial Services sector. Raymond previously worked at the head office of a financial services firm that services the needs of physicians and their families. He is actively involved in all areas of our practice. He provides support in client meetings, helps maintain financial plans, and executes trades while ensuring compliance standards are met. He has completed the Canadian Investment Funds Course (IFSE) and is currently working towards obtaining the CERTIFIED FINANCIAL PLANNER® designation.
Raymond is an avid fisherman and has traveled around the world embarking on spectacular fishing trips. In his spare time, he also plays volleyball, hockey, and enjoys listening to music.
We have set a goal of being a world class financial planning practice and I enjoy the challenge of always improving our processes so that we deliver the very best for clients.