Jean has over 20 years of experience providing wealth management advice in the Financial Services Industry. He endeavors to bring the utmost dedication to his work with clients by striving to provide an exceptional client experience and advice. Jean's practice is based on the commitment to help clients identify their goals, create and implement tailored wealth strategies. The utmost objective is to work with clients in helping them build a sound wealth management plan.
Jean works with a team of TD specialists to offer a full range of wealth management services to each of his clients. Collaborating with other TD specialists means that Jean can engineer total wealth management strategies to help his clients succeed. The services that the TD specialists offer include wealth protection, access to banking and lending, insurance solutions, estate and trust planning, as well as charitable giving strategies.
Jean holds a Certified Financial Planner(CFP) designation, the highest internationally recognized designation in the financial planning field. He is also a Financial Management Advisor(FMA), a designation granted by the Canadian Securities Institute to financial professionals who can provide advanced service and advice to help meet the needs of high net-worth clients. Jean is also a Life Insurance Advisor through TD Wealth Insurance Services.
Jean welcomes the opportunity to discuss your wealth management needs in the context of your short and long-term financial goals.