BMO Nesbitt Burns
1501, ave. McGill College
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I am the firm hand that guides the team. My career in the financial industry began uniquely in that I studied law at university both passing the bar and obtaining my credentials as a notary. From there I began Master-levels studies. It was during that time that I began to look to the future and re-evaluate my career path. I have two enduring passions: a desire to constantly be working in an open environment where study and growth are encouraged and to work closely with people. The course of my career changed when I realized that I would better fulfill my desire for building relationships of substance outside of practicing law.
I joined BMO Nesbitt Burns in 1993 and to date have had one mandate: to provide my clients with the best possible solutions to their financial needs. It is a large mandate and one I take very seriously and do with great pleasure. But as important as my work is to me, I firmly believe in a life that is balanced. I strive for that balance by taking part in charitable events, being involved in my community, participating in sports, and enjoying my life with friends and family. A balance life makes a more happy and successful person, one able to give his or her best to everyone.
Natasha assists Isabelle in all day-to-day transactional and administrative tasks. She has a devoted expertise in customer service and uses all her skills for the success of your business.
VP & Head of Eastern Canada Wealth Management Consulting at BMO Nesbitt Burns
Jean brings years of expertise and experience in tax, legal and financial planning with high net worth andbusiness clients. He gained his expertise first as a privatepractice 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 InsLiLuLe of Chartered Accountants (1989) and in 2008 completed his Master in Intemational Taxation (MintTax) with the University of New South Wales (UNSW in Sydney, Australia).
Jean has been a member ofthe Quebec Bar Association since 1981 and is a member of the Quebec Tax & Financial Planning Association, International Fiscal Association, Que bee Financial Planning Institute, Society of Trust & Estate Practitioners (TEP) and Canadian Tax Foundation.
Financial Security Advisor