Jean Turcotte, Director of Tax, Insurance, and Wealth Management Solutions Group at Sun Life, B.A.A., Avocat, D.fisc., Pl. Fin., TEP

Professional Titles

• Director, Tax, Insurance, and Wealth Management Solutions Group at Sun Life Canada
• Lawyer
• Financial Planner
• Financial Security Advisor

Education

• Bachelor of Laws, University of Sherbrooke
• Bachelor of Business Administration, HEC Montréal
• Taxation Studies, McGill University

Expertise and Designations

Jean Turcotte is a multifaceted professional with expertise in advanced tax planning, financial and estate planning, wealth protection, and asset management. His diverse educational background and professional designations, including his status as a lawyer, financial planner, and financial security advisor, equip him with a comprehensive understanding of the complex intersections between law, finance, and taxation. Jean's expertise is further recognized through his TEP (Trust and Estate Practitioner) designation.

Summary

• Director at Sun Life since 2011 
• Lawyer and member of the Quebec Bar
• Certified Financial Planner and Financial Security Advisor 
• Expert in tax planning, estate planning, and wealth management 
• Expert witness in insurance and wealth management litigation 
• Former tax columnist for Finance et Investissement magazine 
• Current contributor to Conseiller.ca magazine

Work Experience

Jean Turcotte has been serving as the Director of the Tax, Insurance, and Wealth Management Solutions Group at Sun Life since 2011. In this role, he’s responsible for supporting advisors on complex legal and tax issues affecting both individuals and businesses. His commitment to finding innovative solutions has been instrumental in increasing the value offered to clients in the insurance and wealth management sector.

Prior to his current position, Jean's career included significant contributions to the financial industry through various channels. From 1999 to 2010, he served as a tax columnist for the magazine Finance et Investissement, sharing his expertise with a wide audience of finance professionals.

Since 2012, Jean has been contributing to Conseiller.ca magazine, writing informative articles and resolving case studies. This ongoing engagement with industry publications demonstrates his commitment to educating and informing professionals in the field.

Throughout his career, Jean has been recognized for his exceptional skills as a trainer and educator. He has authored several training manuals for prestigious organizations such as the Institut québécois de planification financière (IQPF), the Association de planification fiscale et financière (APFF), the Autorité des marchés financiers (AMF), and the Chambre de la sécurité financière (CSF). His excellence in this area led to him being named Trainer of the Year by the IQPF in both 2011 and 2016.

Jean's expertise has also been sought after in legal settings, where he’s recognized as an expert witness by the courts in cases of litigation related to insurance and wealth management products. This recognition underscores the depth and breadth of his knowledge in these complex fields.

Publications

• Training manuals for IQPF, APFF, AMF, and CSF 
• Articles for Conseiller.ca magazine (2012-present) 
• Tax columns for Finance et Investissement magazine (1999-2010)

Memberships and Associations

• Member of the Quebec Bar 
• Member of the Institut québécois de planification financière (IQPF)
• Member of the Association de planification fiscale et financière (APFF) 
• Member of STEP Canada (Society of Trust and Estate Practitioners)

For more information about Jean Turcotte's professional experience and accomplishments, visit his LinkedIn profile: