Denis Roy

Denis Roy is a skilled professional focused on consulting and advising Family Stewards in long-term Wealth Management.

With a strong emphasis on cash flow planning, educating children, and retirement preparation, Denis helps clients achieve their financial goals.

Specializing in working with private business owners, Denis Roy and his team provide tailored advice to integrate business and family wealth with family dynamics.

Denis offers a 'boutique experience' along with the resources of a premier global investment securities firm to ensure comprehensive service for clients.

With a background in geology from Dartmouth College and experience in various financial advisory roles, including Senior Vice President at UBS, Denis Roy brings a wealth of expertise to his clients.