Jack is an awarded Canadian financial planner with over 20 years of experience in the financial industry. A graduate of the University of Saskatchewan, Jack began his financial planning career in 1990 and since then has become known for his expertise in pension plans, group benefits and creating tax plans for individuals. Because of his experience as a financial planner and because of his educational accomplishments (in 1995, Jack earned his Certified Financial Planner (CFP) license; two years later, he earned his Chartered Financial Consultant (ChFC) license), Jack is regularly sought after for his unique ability to develop personalized financial and retirement plans, as well as for his expertise in creating personalized client portfolios.
Early in his career, Jack founded his own financial planning firm entitled Comeau Financial, Inc. and, in 2011, Jack partnered with Pinnacle Wealth Brokers, a firm that offers a wide array of specialty investments. Today, Comeau Financial administers over $100 million in assets and is considered a successful branch manager for Pinnacle Wealth.
Jack has enjoyed being the recipient of a number of awards during the span of his career. In both 2012 and 2013, Jack was profiled as the top producer for Pinnacle Wealth Brokers. However, the distinction that Jack arguably values the most was being honored with the Pinnacle Compliance Award in 2012. This award is given to financial planners who demonstrate the unique ability of maintaining a high level of compliance to financial regulations and rules.
Jack Comeau's Recent Articles
Considering Long Term Care Insurance When Discussing Retirement Plans With a Client
by Jack Comeau In my previous post, I briefly discussed the topic of how a client’s financial capacity to take on risk should always be considered when financially advising a client. I now would like to jump to a rather different topic and discuss my thoughts on how a financial advisor, like myself, can […]
An Important Aspect of Risk Tolerance: Ensuring that a Client Can Financially Sustain the Risk
by Jack Comeau As a financial advisor, I’ve been working for over twenty years in helping my clients at Comeau Financial build and preserve their wealth. In my career, I’ve seen the financial market enjoy its highs and suffer its lows; I’ve seen both bull and bear markets; and I’ve seen the financial sector […]
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