Jean Courcelles

 

Jean Courcelles


Investment Counsellor

Biographical information
Downloadable biography (PDF)

Jean has 14 years of experience in the investment industry and additional experience in a small cleantech company where he was in charges of business development. Joining the Manulife team as an Investment Counsellor in 2017, Jean holds a Master of Science in Finance from the Cass Business School in London UK and he is a Chartered Financial Analyst (CFA) since 2007.

As an Investment Counsellor, Jean provides institutional discretionary investment management solutions and follows a holistic approach in managing tailored portfolios for his clients’ unique needs and goals.

Prior to joining Manulife, Jean was a Private Wealth Manager at a major financial institution. He also spent a total of 12 years performing fundamental analysis on stocks of publicly traded companies for large institutional money managers in Canada and for Deutsche Bank AG in London for their mergers and acquisitions department. The experience gained in the small cleantech company allowed Jean to grasp a great understanding of entrepreneurs’ reality and challenges. Drawing on his broad background in the financial services industry, Jean brings great expertise in the areas of investment management for the fulfillment of goals within private client families.

Jean is fluent in French and English. He is a solid cyclist, trail runner and hiker. When not practicing sports, he enjoys current affairs, reading and attending cultural events.

Manulife Private Wealth offers comprehensive wealth management solutions to clients with unique personal and financial goals.

Contact Information

Jean_Courcelles@manulife.com