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Jean-Pierre Berger
President and CEO, BlueSky Investment Counsel
Jean-Pierre has over 14 years of investment management experience from leading Canadian financial institutions and is currently the Founder and Principal Portfolio Manager at BlueSky Investment Counsel, where he leads a specialized team dedicated to serving the sophisticated wealth management needs of high-net-worth individuals and families. His distinguished clientele includes senior executives from prominent Canadian and international corporations, successful entrepreneurs, and leaders of major not-for-profit organizations who require advanced financial strategies and personalized attention.
Under his leadership, BlueSky Investment Counsel recently launched the BlueSky High Monthly Income Fund, a unique structured-notes-based strategy designed to deliver consistent monthly income to investors. This initiative reflects Jean-Pierre’s commitment to innovation in wealth management and his focus on developing tailored investment solutions that meet evolving client needs.
Prior to founding BlueSky Investment Counsel, Jean-Pierre built his career at top-tier financial institutions across Canada, developing deep expertise in portfolio management and client advisory services. He holds a Bachelor of Finance degree from Bishop's University and is a Chartered Investment Manager (CIM) from the Canadian Securities Institute, credentials that underscore his commitment to professional excellence and technical expertise.
Jean-Pierre is also a sought-after speaker at prestigious financial conferences, including the Private Wealth Forum in Toronto, where he shares insights on advanced portfolio strategies and wealth preservation techniques. He regularly provides market commentary on macro-economic events and global market developments, leveraging his deep understanding of geopolitics and worldwide economic positioning to anticipate market shifts and strategically position client portfolios. His investment philosophy centers on creating bespoke solutions that align with each client's unique financial goals, risk tolerance, and legacy aspirations, combining institutional-level expertise with a hands-on approach to wealth management.