Senior Consultant – Financial Advisor Solutions
François is a Senior Consultant in the Financial Advisor Solutions Team at Jacobsen Partners. He serves successful financial security advisors, facilitating succession planning via the sale of books, growth through the acquisition of books, and the transition towards independence to better serve client long-term wealth objectives.
Firms that François partners with include Wealth Managers, Private Counsel, Financial Planners, Insurance Companies, Banks, and Family Offices.
Prior to joining Jacobsen Partners, François was an institutional marketer for well known Canadian investment firms. François also worked as a wholesaler for Canadian mutual fund companies. Furthermore, François is in a great position to understand advisors’ reality, as he previously held the role of advisor, serving 250 families.
François obtained a Bachelor degree from Bishop’s University, a Master of Science from ESCEM-Poitiers, a private business school in France, and a Master in Business (International Management) from Sherbrooke University.
François parle français et anglais.