Jean advises high and ultra high net worth individuals, business owners and professionals on how to efficiently structure their worldwide, U.S. and Canadian assets, providing specialized insight on tax solutions as part of an integrated wealth planning team.
Relying on over 35 years of professional practice Jean’s clients can rely on his in-depth technical expertise to facilitate discussions on high-level planning while addressing a wide range of situations across international, U.S. income and estate tax, and Canadian income tax considerations.
Jean joined BMO Wealth Management in 2001 with a solid expertise acquired advising individual clients and business owners with a leading Canadian insurance carrier, a leading accounting firm and a law firm.
