Verified recordFinancial Services

Jean Mitri

Investment Advisor at Manulife Wealth

Based in Laval, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Laval

Industry

Financial Services

Company size

1.4K

Contact information

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Email

1 credit

j•••••••@manulifesecurities.ca

Phone

5 credits

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Background

About Jean Mitri

Jean Mitri is an Investment Advisor at Wealth Management Diligence – Manulife Wealth, helping clients navigate the complexities of wealth management with personalized financial strategies. Passionate about building strong client relationships, Jean is committed to delivering sound advice with a focus on long-term success. His approach focuses on long-term growth, risk management, and optimizing investment opportunities to align with each client's financial goals. Holding a bachelor’s degree in finance, coupled with valuable industry certifications (CSC®, CPH®, WME®), Jean has profound expertise in providing his clients with comprehensive financial guidance. He stays ahead of market trends and economic shifts to ensure his clients are well-positioned for financial success. With a strong analytical mindset and a client-centric approach, he provides tailored solutions that adapt to evolving financial needs. Outside of work, Jean values quality time with family and friends. He believes that a strong financial foundation empowers individuals to protect their families and is committed to making that vision a reality for each of his clients.

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