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Michelle Deruchie

Michelle Deruchie

Senior Investment Advisor Assistant


 

An expert when it comes to the administrative aspects that naturally flow from having an account with us, Michelle’s main focus is client service. Michelle is responsible for answering your questions regarding transfers, trades, contributions and withdrawals from registered accounts. She also takes care of the process regarding account opening, address changes and providing online access to view accounts including any questions to do with navigating the website. During tax season, she will be in contact with you and, if you wish, with your accountant to ensure that all tax documents related to your accounts with us are available. Following the death of a loved one, she will assist the liquidators/executors with all the documentation requirements of an estate settlement. As a team, we understand the stress of such an event and we have worked with many families to ensure the proper and smooth transfer of assets.

Michelle has been a licensed investment advisor sales assistant at 3Macs, now a division of Raymond James, for 10 years. She attended Dalhousie University and the University of King’s College, earning a BA in History.

An avid golfer, Michelle is a lifelong Montreal Canadiens fan. No surprise that she has run the 3Macs, a division of Raymond James, annual hockey playoff pool for many years.