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 experience, Jean brings in-depth technical knowledge to his clients both in general planning discussions and when dealing with a wide range of international tax situations, U.S. income and estate taxation, and Canadian income tax.

Jean joined BMO Wealth Management in 2001 after acquiring solid expertise in advising individual clients and business owners with a leading Canadian insurer, a leading accounting firm, and a law firm.

As a Tax lawyer and financial planner, Zeina advises high net worth families, professionals and entrepreneurs on specialized wealth planning solutions. Whether it’s thought leadership on estate planning, new family wealth, tax planning, or philanthropy, Zeina is dedicated to simplifying complex issues and providing practical and informed strategies. Zeina joined BMO in 2011 after several years as a tax lawyer in private practice. She was called to the Quebec Bar in 2001.

“My goal is to assist our clients in realizing their financial, personal, and family objectives through a personalized approach tailored to their specific needs. This approach is designed to not optimize their wealth but also enhance their family’s well-being.”

About Philippe
Philippe plays a vital role in guiding clients through a comprehensive analysis of their financial, personal, and family situations. With his extensive background in taxation and accounting, Philippe provides expert guidance to affluent clients regarding their tax and financial options, effectively addressing their concerns.
Experience & background
Philippe earned his Chartered Professional Accountant (CPA) designation in 2011 and a master's degree in taxation (M. Fisc.) from the University of Sherbrooke in 2017. In addition, he holds the title of Financial Planner (F. Pl.), awarded by the Institut Québécois de Planification Financière in 2022. Prior to joining BMO, Philippe served as a Manager in Canadian Tax in private practice, where he cultivated in-depth expertise in Canadian taxation and tax reorganization. He also boasts significant experience in accounting, gained through his tenure in audit with a major international accounting firm.

Education & credentials
• Financial Planner (F. Pl)
• Master in Taxation (M. Fisc.)
• Chartered Professionnal Accountant (CPA)

Working with BMO for the past 15 years, Sébastien’s role is to act as a finance contact for our high-net-worth clients. BMO offers a wide range of products and programs through which it provides custom solutions to meet its clients’ immediate banking needs while developing plans to optimize their finances.