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Jean-Philippe Bélisle

Jean-Philippe Bélisle

,

Pl.Fin., CFP

Vice-Chairman and Chief Financial Officer
Achievements

Jean-Philippe is co-founder and leads the companies LB Corporation and Gamma Gestion de Patrimoine as Vice Chairman and Chief Financial Officer.

Passionate about finance and business, he devotes part of his time to getting involved in the Chamber of Commerce community as President of the Jeune Chambre de Commerce de Saint-Laurent et Mont-Royal.

Jean-Philippe began his career in agriculture as a manager. Following his studies in management, he found his way into the world of finance. Soon accumulating five licenses issued by the Autorité des marchés financiers and a title of Financial Planner, not to mention five and a half years of experience in a major national banner, he co-founded the company Gamma Gestion de Patrimoine inc. by putting forward an innovative concept of financial planning on time. He has surrounded himself with a team of talented professionals to meet the needs of clients concerned about their financial success.

His expertise makes him a trusted resource for all Canadians.

PROFESSIONAL QUALIFICATIONS

Damage insurance broker

*attached to Gamma Wealth Management

Financial Planner (PL.Fin)

*attached to Gamma Wealth Management

Annuity and Group Insurance Advisor

*attached to Gamma Wealth Management

Financial Security Advisor

*attached to Gamma Wealth Management

Mutual Fund Representative

Autorité des marchés financiers

*attached to Peak Investments Services Inc.

Fields of expertise
  • Investment strategy design and implementation
  • Mortgage strategy and real estate investments
  • Analysis and recommendations for life and health insurance
  • Benefits analysis and recommendations
  • Tax reduction strategies
  • Advanced Retirement Planning Strategies
  • Estate & Trust Planning
  • Planned Giving
Professional and social commitments

LB Corporation Inc.

Vice-Chairman of the Board of Directors

Gamma Wealth Management Inc.

Vice-Chairman of the Board of Directors

Gamma Canada Inc.

Vice-Chairman of the Board of Directors

Gamma America Inc

Vice-Chairman of the Board of Directors

Gamma Accounting CPA Inc

Vice-Chairman of the Board of Directors

Gamma Marketing Inc.

Treasurer of the Board of Directors

Training

Financial Planning Program

Quebec Financial Planning Institution (IQPF)

Intensive course in management in the context of financial services companies

Laval University

Diploma of Collegial Studies (DCS)

Collège Lionel-Groulx - Business Management