Jean Turcotte Email and Phone Number

Mr. Jean Turcotte is a lawyer and a financial planner. He has a law degree from the Université de Sherbrooke. He also has a bachelor’s of business administration from the École des Hautes Études Commerciales (HEC) and he studied taxation at McGill University. Mr. Turcotte is a member of the Quebec Bar, l'Institut Québécois de planification financière (IQPF), l'Association de planification fiscale et financière (APFF) and the Society of Trust and Estate Practitioner (STEP) in London (UK). Since 1994 he has held various management positions in well-known national and international financial institutions. He presently works as Director, Tax, Insurance & Wealth Management Group for Sun Life Financial in Montreal. Mr. Turcotte has been a college and university lecturer since 1995. He was tax and financial planner columnist for the journal Finance et investissement from 1999 to 2010.He has given a number of conferences and written several training manuals for the Institut Québécois de planification financière (IQPF), the Association de planification fiscale et financière (APFF), the Autorité des marchés financiers (AMF), for many sections of la Chambre de la sécurité financière (CSF) and for the Conseil des professionnels en services financiers (CDPSF). Since 2013, Mr. Turcotte is a columnist for Advisor / Conseiller.ca Magazine as specialist in taxation and financial planning.Mr. Turcotte has participated in various television programs on tax and financial planning.Mr. Turcotte is a recognized expert witness in Court on various tax and financial issues that involve financial security advisors.AREAS OF EXPERTISE : - Taxation - Trust and estate planning - Wealth management - Financial planning for high net worth individuals and business owners