Education:
Bachelor of Commerce (1980), Concordia University, Montreal, Canada
Masters of Business Administration (2004), Dalhousie University, Halifax, Canada
Fellow of the Canadian Bankers, (F.I.C.B.)
Fellow of the Canadian Securities Institute, (F.C.S.I)
Jean W. Jeannot: "For those who want more from their investments"
You need someone you can trust to take care of your complex financial situation. With my help you could benefit from a wealth management integrated method, including investments, banking services, tax and estate planning, access to a financial security advisor member of the BMO Nesbitt Burns group, trans border and business succession planning.
You have to be sure that you are taking the best possible decisions for your future; for your familiy and yourself.
"My philosophy is simple: I love helping my clients reach their financial goals and realize their dreams."
What you can expect
Customized investment solutions
Close monitoring on an ongoing basis and report
Internet access to your account 24/24 hours, 7/7 days with Gateway
My approach
Customized service from a devoted investment advisor cumulating decades of experience
Complete financial and tax planning for individuals and businesses with the help of our sophisticated planning software
Customized portfolio based on the specific needs and goals of each individual
Managed portfolio with our in-house products, pension plan, donation or charitable organization
BMO Nesbitt Burns As one of Canada's leading full-service investment firms, BMO Nesbitt Burns serves the investment needs of individual, corporate, government and institutional clients. BMO Nesbitt Burns Investment Advisors draw on the firm's top-ranked* investment research and broad range of products and services designed to meet the specific investment objectives of individual clients. BMO Nesbitt Burns Investment Advisors provide their clients with timely advice, high-quality service and one of the broadest selections of products in the business. In addition to the traditional equities, fixed income securities and mutual funds, BMO Nesbitt Burns has developed an extensive and growing line of proprietary products.
1The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is a majority-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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