Jean-François provides insurance solutions for Canadian investors to enhance their wealth. He has been with BMO since 2014 and has worked with National Accounts for over 19 years, contributing in helping high-net-worth and ultra-high-net-worth individuals and families maximize their estate, realize substantial tax savings and ensure continuation plans for their business.
Jean-François has a thorough academic background and has accumulated over 25 years' experience in the financial services industry.
Jean-François employs a comprehensive process to assess your wealth management needs, then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.