Professional Summary

Professional Overview

Jean-Pierre St-Jacques is a seasoned Investment Advisor with over 25 years of experience in the financial services industry. He specializes in providing comprehensive wealth management solutions to high-net-worth individuals and families, with a focus on portfolio optimization, tax planning, and risk management.

Experience Summary

Current Role

Jean-Pierre currently serves as an Investment Advisor at Raymond James (Canada), where he has been since 2024. In this role, he is responsible for developing and implementing personalized investment strategies that align with his clients' financial goals and risk profiles. He collaborates closely with his clients to ensure their portfolios are positioned for long-term growth and stability.

Career Progression

Prior to joining Raymond James, Jean-Pierre held investment advisor roles at Valeurs mobilières Banque Laurentienne Inc. (2010-2024) and ScotiaMcLeod (1997-2010), where he gained extensive experience in portfolio management, asset allocation, and client relationship management. He started his career as a Trader at CIBC Wood Gundy (1994-1996), honing his skills in market analysis and investment execution.

Academic Background

Jean-Pierre holds a Bachelor of Commerce degree from Université Laval, with a specialization in Finance. He has also completed the Chartered Investment Manager (CIM) designation, demonstrating his commitment to professional development and expertise in investment management.

Areas of Expertise

Portfolio management and optimization

Wealth planning and tax strategies

Risk management and asset allocation

Retirement and estate planning

Client relationship management and communication

Professional Impact

Throughout his career, Jean-Pierre has developed a reputation as a trusted advisor who consistently delivers exceptional results for his clients. He has played a key role in helping numerous high-net-worth individuals and families achieve their financial goals, with a focus on preserving and growing their wealth over the long term.

Conclusion

With his extensive industry experience, in-depth market knowledge, and unwavering commitment to client service, Jean-Pierre St-Jacques is a valuable asset to the Raymond James (Canada) team. He continues to leverage his expertise to help his clients navigate the complex financial landscape and secure their financial futures.