Meet Our Team

Jean Roux, E.P.C. - Mutual Fund Representative

Through his consistent effort, a high standard of service, ongoing education and great enthusiasm, Jean maintains a planning office that provides his clients and their families with continuing wealth strategy services, counseling and cutting edge ideas and opportunities.

Jean continues to expand his business through referrals from satisfied clients, including high net-worth individuals, successful professionals, business owners and all those with a desire to expand their horizons far beyond present boundaries.

Jean helps clients combine financial, tax and business matters to produce a unified, strategy plan, allowing those who are serious about their future to achieve financial independence. This agenda includes:

        • Consolidating and taking control over your affairs.
        • Substantially reducing income taxes and capital gain.
        • Managing the value of your business interests.
        • Assuring the continuance of your lifestyle upon retirement.
        • Facilitating the ability to pass value of your estate to your heirs.

Wise planning is of foremost concern for Jean. Being independent of all financial companies and institutions, he is able to give unbiased advice. Jean works to put together an investment portfolio that will benefit the overall financial plan of his clients.

In short he can bring order to your affairs, whilst guiding you through your specialized objectives.

Jean lives in White Rock, B.C.

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Disclaimer: The information contained herein is for BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.