Isabelle Reid
Wealth Advisor
Alexia Jouve
Administrative Assistant
Jean Richard, TEP
Sr Manager HNW Consulting, Enterprise Wealth Planning
Jean advises high- and ultra-high-net-worth individuals, business owners and professionals on how to efficiently structure their worldwide, U.S. and Canadian assets, providing specialized insight on tax solutions as part of an integrated wealth planning team.
Relying on over 35 years of professional experience, Jean brings in-depth technical knowledge to his clients both in general planning discussions and when dealing with a wide range of international tax situations, U.S. income and estate taxation, and Canadian income tax.
Jean joined BMO Wealth Management in 2001 after acquiring solid expertise in advising individual clients and business owners with a leading Canadian insurer, a leading accounting firm, and a law firm.