Member of the Quebec CPA Order and holder of the CFA® charter, Pierre Jean has dedicated his career to personal financial planning, with a particular focus on the needs of physicians and their families. Since 1997, he has played a key role at MD Financial Management, where he has held positions as financial planner, portfolio manager, and National Director of Financial Planning. His clients praise his deep empathy and his remarkable ability to simplify and make accessible initially complex concepts.
Before joining MD Financial Management, Pierre Jean gained valuable experience working for a trust company and a renowned international accounting firm. His expertise is further supported by a master’s degree in taxation from the Université de Sherbrooke.
In addition to his practical expertise, Pierre has been actively involved in teaching and training. He has contributed to prestigious academic institutions, led specialized seminars, and collaborated with various professional organizations to deliver courses and programs related to financial planning, investments, taxation, and group insurance. His work also includes the production and review of educational materials for the Autorité des marchés financiers.
Among other achievements, Pierre Jean had the honor of presenting to the Board of Directors of the Collège des médecins du Québec as part of the development of the Regulation respecting the practice of the medical profession within a partnership or a company.