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Meet the Team

Helping you achieve your financial goals

Roy and Associates has been located in the Ottawa Valley since 1994. We are committed to maintaining our operations to service our clients on a personal basis. Our team of professionals provides a large product selection to meet the varying needs of our clients and have developed a solid infrastructure to continue to achieve their goals.

At Roy & Associates, we are committed to providing clients with quality financial services and planning.

It's easy to get started! Contact us today!

Yves Roy Photo
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Yves Roy

President, Financial Planner

Yves Roy, B.Sc. Eng, CFP, CLU

President & Insurance Agent, Roy & Associates,
Financial Planner, Manulife Wealth Inc.

Established in 1994, Yves is the President of Roy & Associates.

Under his direction, Roy & Associates believes in a holistic and comprehensive financial plan as well as a team approach to implement and monitor the solutions needed to accomplish our clients’ goals. Roy & Associates focuses on retired clients, those approaching retirement, as well as business owners.

Yves’ passion is to resolve client issues and provide direction using his knowledge, experience, and insight, making them feel confident in their decisions. The combination of his engineering background and over 25 years of financial industry experience, has proven to be extremely beneficial to his value approach. Yves works with clients who need financial direction and want to provide financial security for their families.

He commits to keeping his professional education and designations current: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter).

Beverly Roy Photo
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Beverly Roy

CEO, Mutual Funds Advisor Assistant

Beverly Roy, B.A.

CEO, Life Insurance Agent, Roy & Associates
Mutual Funds Advisor Assistant, Manulife Wealth Inc.

Beverly is a partner at Roy and Associates and serves as the firm’s CEO. She joined Roy and Associates in 1998 and is responsible for the Operations, Finance, Marketing and Compliance.

She is committed to enhancing operational efficiency so that Roy and Associates can deliver the best services to our clients. She values a team approach for the firm and provides the leadership role required to grow the business and move it forward in a constantly changing industry.

 With her guidance, Roy and Associates has grown to 80 million in assets under management. It has developed into a leading comprehensive financial services company for insurance, investments, retirement and estate planning.

Beverly lives in Pembroke with her husband and business partner, Yves, and has two children, Nathaniel and Olivia. 

Marissa Dean Photo
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Marissa Dean

Life Insurance Representative

Marissa Dean

Life Insurance Representative, Roy & Associates

Marissa joined the team in November 2015. Her role at the firm is to provide the highest level of service for the Life Insurance and Group clients. Marissa’s knowledge and experience for the Life Insurance and Group products provides a clear understanding of the processes when completing servicing transactions. She works with the advisor to provide support and maintain a positive experience for the client. She loves working with the team at Roy & Associates. Everyday is a learning experience, and she takes pride in her role.

Marissa resides in the small town of Arnprior with her family.

Sarah Ridout Photo
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Sarah Ridout

Executive Administrator, Marketing Coordinator

Sarah Ridout

Executive Administrator, Roy & Associates
Marketing Coordinator, Roy & Associates


Sarah joined Roy & Associates in 2018. Her eye for detail has allowed her to effectively manage the marketing aspects of the company: social media, website, brochures, booklets, and ads. In addition, Sarah’s determination and dependability has led her to become a valued member within the Investment team. She plays a key role in meeting preparation, processing trades, and interacting with clients.

Away from work, Sarah enjoys learning new things and spending time with her family and friends.

Vivian St. Louis Photo
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Vivian St. Louis

Executive Administrator, Mutual Fund Advisor Assistant

Vivian St. Louis

Executive Administrator, Roy & Associates,
Mutual Fund Advisor Assistant, Manulife Wealth Inc.

Vivian is the Executive Administrator at Roy & Associates and has been part of the firm since 2015.   Vivian works exclusively with investments and leads the investment team. She is a Mutual Funds Advisor Assistant and is the head processor for all mutual fund trading and account maintenance. Vivian works hand in hand with the advisor, and with her team, ensures everyone receives the best client experience.

When not at work, Vivian enjoys spending time with her loving family.  

Erica Charette Photo
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Erica Charette

Administrative Assistant

Erica Charette

Administrative Assistant, Roy & Assoicates

Erica Charette joined Roy & Associates in September 2003 and is an important asset to the administrative team.  When she is not greeting clients upon their arrival at the office, she is taking phone calls, booking client appointments and preparing correspondence.

Erica graduated from Algonquin College and started her finance career at one of the local banking institutions. She gained experience from both her volunteer and paid clerical work at the United Way.

Erica has lived in the Ottawa Valley for the last twenty-five years. When she is not spending time at her home in Petawawa with her husband Glenn, she is enjoying time at the family cottage at Round Lake.