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 provide 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.

This commitment is founded on the following corporate values:

We provide you with exceptional value.
We are proactive with our knowledge and education in financial services.
We respect confidentiality.
We are a local business that takes an active role in supporting our community.

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

Yves Roy

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

President, Roy & Associates

Certified Financial Planner, Manulife Securities Investment Services Inc.

Yves is the President of Roy & Associates, which he established in 1994. He is responsible for providing our clients with a complete financial planning service, as well as products in the areas of investments, retirement, insurance and estate planning.

He attended Queen’s University and received a degree in Electrical Engineering (Sc 83). He also completed his graduate D.E.A. from the University of Paris. As an engineer at Nortel, he travelled extensively for the firm in various positions before redirecting his career to the financial industry in 1990.

The critical factor for this change was that Yves felt there was a need for a higher level of financial services. He had a desire to talk to people face to face and help them achieve wealth and comfort at different phases of their lives. Yves believes there is nothing more satisfying than developing a client’s financial intelligence and peace of mind.

In today’s more complicated financial landscape, Yves recognizes the need to be more knowledgeable and committed to clients in order to earn and keep their business. Yves’ financial planning philosophy is that with a solid technical background and a team approach within the office, he is able to offer tailored solutions to individual clients and businesses, which delivers real value. Personal experiences such as building his business from the ground up, and years of assisting clients dealing with family death and health matters, enables him to provide valuable insight, experience and empathy for his clients. He is committed to his advancing industry education with designations such as his CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and seminars.

It is important for Yves to be involved in the community and give back. He is currently on the Board of the Pembroke/ Petawawa District Community Foundation, and is the President/Treasurer of the Richelieu Club. He served on the Upper Ottawa Valley Chamber of Commerce executive for years, including two terms as president. He has been a member of the Business Networking International for over 10 years. His philanthropic spirit includes donations to Columbus House, Pembroke Hospital Foundation, Krista Johnston Memorial Run for Change and the Turkey Trot.

When he is not busy with work, he enjoys tennis, curling, camping and skiing with his children, Nathaniel and Olivia, and his wife of 28 years, Beverly.

Beverly Roy

Beverly Roy, B.A.

CEO, Roy & Associates

Mutual Funds Advisor Assistant, Manulife Securities Investment Services 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.

A graduate of McMaster University with Mathematics and Psychology, followed by a career in Real Estate Development in Ottawa, Beverly brings with her knowledge in contracting, customer service, and finance. These experiences and her insights bring a unique perspective to the world of finance and have enabled her to excel at her current position.

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 55 million in assets under management. It has developed into a leading comprehensive financial services company for insurance, investments, retirement and estate planning.

Beverly has lived in Pembroke for the last twenty years with her husband, Yves, and has two children, Nathaniel and Olivia.

Vivian St. Louis

Marketing Assistant, Roy & Associates

Vivian began working at Roy & Associates in May of 2015. It became quickly apparent that her enjoyment of a fast paced, constant evolving, growing environment made her a perfect fit for this company. She is the Marketing Assistant for Investments and the general support for our Technology Department at Roy & Associates.

Vivian graduated with Honours from Algonquin College’s Office Administration-Executive program and received multiple awards for her academic performance and success in business. Her love for learning did not stop there. She continues to upgrade her skills by taking various courses in the Finance and Business Administration Field. This compliments the excitement of the Investment Department. Every day is different and challenging and because of her excellent problem solving ability, she takes on these tasks with gusto.

Before joining the team at Roy & Associates, Vivian worked at Algonquin College tutoring students in mathematics and various computer software. She also worked in tandem with Algonquin College on research projects for local companies. Her roles included designing websites; preparing, developing and implementing business strategies; as well as creating policy and procedure manuals. Working with a local accounting firm also gave Vivian an understanding of tax types and the impact it had on a client’s personal income.

Vivian grew up in Pembroke and is delighted to be part of a thriving locally owned company. When she is not at work she is just as busy. She may be spending time with her loving family, teaching someone something new, decorating an elaborate cake or making a new dress.

Marissa Dean

Marketing Assistant, Roy & Associates

Marissa is a Marketing Assistant for the Life Insurance Department. Her key role is to make sure the Life Insurance Department is running in a top professional manner. She helps clients with any servicing requirements on their existing policies and supports the advisors through the entire process for any new policy issue. Marissa always stays ahead of the curve by keeping up to date with new types of products, technology and compliance. Her role has been expanded to support the Group Pension Department and Term Deposits.

Marissa attended Algonquin College Waterfront Campus in Pembroke, where she graduated with Honours from the Office Administration-Executive program. During her time at school, she was able to assist fellow students with the program’s curriculum. This culminated with her important role as the class Project Manager in the grand reopening event for the City of Pembroke’s Boardwalk.

Marissa has been part of the family business “Play It Again Sports” for five years. It is here where she developed a great work ethic to provide optimal customer service to its clients. This experience in retail translated easily into the insurance sector because her goal is to maintain a consistent positive client experience. In addition to this, her top skills in computer work, high organizational ability and critical thinking is a valuable asset to the team at Roy and Associates.

On weekends you will find Marissa at one of many hockey rinks in the Valley cheering on many family hockey players.

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.

Sarah Ridout

Marketing Assistant - Investments

Sarah@royandassociates.ca

Biography to come...