Biography

Working in the financial industry since 1996, Jean Chrétien has over 22 years of experience as a financial advisor.  He loves helping individuals (whether an employee, a business owner or someone enjoying retirement) achieve and maintain their financial independence.

As a preferred advisor, Jean has forged a reputation for excellence among clients in various fields and maintains a relationship of trust and mutual respect and integrity with each one of them.

The relationship with each of HIS clients is characterized by respect, trust and integrity.

His main goal is to help his clients achieve and maintain financial independence by, first, taking the time to listen and respecting the person you are and your values and, second, by providing you with reliable information/suggestions/recommendations tailored to your needs and desires.  His main expertise are: investment, wealth management and retirement planning.

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Community Profile

Growing up in a small neighbourhood of East-Ottawa (Overbrook), Jean arrived in Orléans with his wife Nathalie in 1998 where they still reside today.  Jean has served on the board of directors or committees of a number of not-for-profit organizations.  He was the treasurer for the Orléans Business Club and the Mouvement d’implication francophone d’Orléans (MIFO). 

Jean is a member of the « Club de badminton d’Orléans » since 1998 and stays active by practicing cross country skiing, cycling, golfing and hiking.

Professional Affiliations

Jean received his financial education through the Canadian Securities Institute, first passing the Canadian Securities Course in 1999. He then completed the requirements and received in 2001 the designation of Financial Management Advisor. He also holds, since 2005, the prestigious designation of Fellow of the Canadian Securities Institute.

«I take a lot of pride in helping them grow and manage their net worth to ultimately achieve and maintain financial independence.»