BMO Nesbitt Burns
65, rue Belvedere Nord
Suite 230
Sherbrooke, QC
J1H 4A7

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Our Experts

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

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 Institute of Chartered Accountants (1989) and in 2008 completed his Master in International Taxation (MIntTax) with the University of New South Wales (UNSW in Sydney, Australia). 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 (TEP) and Canadian Tax Foundation.

His ability to share his expertise in the area of complex tax and estate issues adds a highly valuable asset to our team.

Marie Josée Lefebvre
Financial Security Advisor
Tax and Estate Planning Services

A McGill University graduate in business management and finance, Ms. Lefebvre has almost 13 years of experience in her field. As financial security advisor, she is responsible for protecting and growing our clients’ assets by positioning life insurance, long-term care insurance, critical illness insurance, disability insurance and pension products within a wealth management approach.

As part of her functions, Ms. Lefebvre works in close cooperation with BMO Nesbitt Burns investment advisors and insurance team in order to sell, position and develop such solutions.

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

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.