Jean-Luc Bourdon (CFP®, CPA/PFS)

Jean-Luc Bourdon focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

As a member of the The BAM Alliance, the investment recources I have access to are wide and deep. Most importantly, they are evidence-based and aimed to make perfect sense from our clients' individual point-of-view.

I oftent serve clients navigating transitions and gained much expertise in helping clients facing the following:

Divorce
Loss of spouse
Terminal illness & cognitive impairment
Aging challenges & elder planning
Trustee & caregiver responsibilities
Planning for tax-efficient retirement spend-down
Equity compensation / stock option planning

Additional Information

Life is full of transitions.

Babies arriving, growing and leaving. Years passing and altering. Jobs changing. New ideas coming. Needs evolving. Priorities rearranging. Problems surfacing. Families transforming. In-laws adding. A generation growing. Another fading. Diagnoses troubling. Legacy revealing.

Although money is rarely the reason or purpose for these transitions, it delineates the possibilities open to us. As such, we serve clients who seek clarity about their options and path ahead.

Our experience confirms that people don’t mind change as much as they mind being changed.

Therefore, we empower clients to make informed decisions. It’s a co-active process that we facilitate by supporting clients in finding their best way forward.