Isabelle Reid
Wealth Advisor
Alexia Jouve
Administrative Assistant
Jean Richard, TEP
Sr Manager HNW Consulting, Enterprise Wealth Planning
Jean obtained a Licentiate of Laws (LL.L.) from the Université de Montréal in 1980 and was admitted to the Quebec Bar in 1981. He then followed a course in income tax given by the Canadian Institute of Chartered Accountants (CICA) in 1989. Jean also holds a diploma in financial planning from the Institut québécois de planification financière (IQPF), as well as the title of practitioner conferred by the Society of Trust and Estate Practitioners (STEP). He completed his education with a Master of International Taxation (M.Int. Tax) from the University of New South Wales (UNSW) in Australia as well as a Master of International Taxation and Financial Services from the Thomas Jefferson School of Law (San Diego, California) where he graduated Summa cum laude.
In his capacity, he provides support and advice to our Canadian and US clients on complex issues of taxation, estate and financial planning and business succession.