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Jean-Francois Papillon
Sébastien Blais
Tania Chiniara

Address
Tour McGill College
1501, av. McGill College
Bureau 3200, 30e étage
Montréal, QC
H3A 3M8
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Our Business Partners

Tax and Estate Planning

Working with the Roux Papillon Blais Wealth Management Group provides you with access to the broadest selection of wealth management solutions and services available today through BMO Nesbitt Burns. We work with a team of experts who are able to provide our clients with a holistic approach to investing.

Wealth Management Consulting Team

BMO Nesbitt Burns has assembled an extended team of industry experts and designated specialists with whom we 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 Richard LL.L., MIntTax, Fin. Pl., TEP.
Vice-president & Sr. Consultant - Wealth Management Group

Jean Richard received his Licentiate in Laws (Civil Law) from the Université de Montréal in 1980 and was called to the Québec Bar in 1981. He completed a professional development course in taxation given by the Canadian Institute of Chartered Accountants (CICA) en 1989. Mr. Richard also successfully completed the requirements of the Institut québécois de planification financière (IQPF) leading to the Planificateur financier designation and holds the Trust and Estate Practitioner designation awarded by the Society of Trust and Estate Practitioners (STEP). He has also completed a Master’s degree in International taxation offered by the University of New South Wales (UNSW) in Australia. After a time in the private sector, Mr. Richard joined the Legal Department of the Québec Department of Revenue where he specialized in tax issues. He was then appointed Director of Taxation Services with responsibility for regional offices of a major national accounting firm. In this capacity, Mr. Richard developed and implemented tax and estate plans for many high net worth clients with complex tax situations. He has also been a member of the tax and estate planning team of a major Canadian life insurance company. His ability to assist our clients on complex tax and estate issues make him a valuable and indispensable asset to our team.


 

Paul Lalonde, B. Comm, F. Pl.
Estate and Tax Planning, Financial Security Advisor

Paul is a graduate of McGill University, with a degree in Finance, and has been working in the financial services industry for the past 16 years. After starting his own financial services business specialized in Wealth Management, he joined BMO Nesbitt Burns in 2011 to manage the Estate Planning Department in Quebec.

His expertise includes Estate and Financial Planning, integration of fiscal solutions for corporations, and developing strategies that maximize Wealth and Estate worth as well as the Estate value of small and mid-sized companies. He is also specialized in personal insurance and has developed a mechanism allowing one to obtain immediate financing in order to cover corporate insurance premiums.

Paul is an important resource person and brings a large array of knowledge and experience in Estate and Financial Planning to our team.