Jean Ouellette

Financial Security Advisor
Investment Representative

With all the noise of what's required to have a comfortable retirement, dentist, professors, and government professionals have never been more confused. In my role as a financial security advisor and investment representative, I work with dentists, professors, and government professionals who are in their mid-careers thinking of retirement and looking for a comfortable and secure retirement. I eliminate the noise.

We come to a point in our lives and start thinking about retirement. Then, we start wondering if we have enough in our investments to retire. First, I help by maximizing their retirement by developing a plan to meet their goals. Retirement goals differ person-to-person and yours need to fit your retirement plan.

I have over 20 years of experience administering pension plans for various employers and advising/assisting members in the process of retirement. I understand what's important in retirement and succession planning, so I can help you make sure that the processes are followed in realizing your choices. Now, I adapt plans that can help accommodate the various lifestyles within a client's lifetime in the most profitable and tax-efficient manner. I do this by always considering their wealth through:

  1. Accumulation
  2. Growing
  3. Preserving and
  4. Transferring Wealth

When you have a plan in place, YOU have a direction!

Recent Posts

Pourquoi devriez-vous désigner un bénéficiaire

sept. 21, 2023 - Canada Vie

La désignation d’un bénéficiaire constitue un volet important de votre programme financier...

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Qu’est-ce qu’un actif réel?

sept. 19, 2023 - Canada Vie

La diversification de votre portefeuille au moyen d’actifs réels peut vous aider à atteindre vos objectifs financiers et à assurer votre avenir...

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Quelle est la différence entre les fonds communs de placement et les fonds distincts?

sept. 18, 2023 - Canada Vie

Les fonds communs de placement et les fonds distincts sont des options de placement, mais il y a quand même quelques différences importantes entre eux...

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