Olivier Jean, CFA®

The Investigator

Financial Analyst
Associate Investment Advisor
TWM Group
iA Private Wealth

Olivier is a passionate cook. He truly appreciates the subtle and bold nuances of different herbs & spices, especially how they interact with each other. The results are exquisite and tantalizing.

Olivier brings this same creativity to the world of financial products.

With a natural taste for research and analysis, Olivier is a key contributor to our Investment Committee. He provides the information necessary to increase the robustness of its financial decisions. Among his primary duties are: financial product research and capital markets’ analysis. He also keeps a constant eye on our clients’ portfolios.

From HEC, he holds a Bachelor in Business Administration specializing in Finance. He is a holder of the right to use the Chartered Financial Analyst designation®, one of the most prestigious designations in the World for investment and financial professionals. He is also currently enrolled in a Masters in Applied Financial Economics at HEC Montreal.

To learn is at the core of Olivier’s character. Also a reader, his favorite subjects are philosophy and history; he believes that history provides the tools necessary to avoid future mistakes. Considering the reflections of the brightest minds allows him to evolve as an individual.

Feel free to reach out to Olivier.

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.