High Net Worth Consultant

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

BMO Nesbitt Burns has assembled an extended team of industry experts and designated specialists with whom The Vaillancourt Group 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 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.