High Net Worth Consultant



Jean Richard, LL.L, Fin. PL., TEP
Vice-President & Sr Wealth Management Consultant
Wealth Management Group

BMO Nesbitt Burns has assembled an extended team of industry experts and designated specialists with whom Ben Hong can partner on your behalf should your needs require it. Backed by this group of accountants, lawyers, insurance professionals, tax and estate specialists, we can provide a comprehensive approach that incorporates your wealth and life management needs, interests and aspirations.

Jean joined BMO Nesbitt Burns in 2001 as a consultant with the Estate Planning Services Group for High Net Worth clients. Jean brings years of expertise and experience in tax, legal and financial planning with High Net Worth and business clients. He gained his expertise first as a private practice solicitor, then as a Senior Tax Manager with a large international accounting firm and finally as a Tax & Estate consultant for a pre-eminent Canadian insurance company. He has completed the In Depth Tax Course with the Canadian Institue of Chartered Accountant (1989) in 2008 he completed his Master in International Taxation (MInt. Tax) with the University of New South Wale (UNSW in Sydney, Australia) and in 2012 his LL.M. International Tax and Financial Services at Thomas Jefferson School of Law, University of San Diego, CA and was acquired with 'Suma Cun Laude', which is reserved to the top 3% of a promotion graduates with a minimum average score above 90%.

Jean has been a member of the Quebec Bar Association since 1981 and is a member of the Quebec Tax & Financial Planning Association; International Fiscal Association; Quebec Financial Planning Institute; Society of Trust & Estate Practitioners and Canadian Tax Foundation.