About
Julien Pellegrain
I'm an independent financial planner in Vancouver. I have lived in five countries, and each move forced me to make choices about my assets and to live with their consequences.
Where I have lived
- France
- New York
- Australia
- Portugalten years
- Vancouversince 2022
I'm from France. I then lived in New York, in Australia, and for ten years in Portugal, before settling in Vancouver with my family in 2022.
Each move raised the same questions: what to keep and what to close, how each asset would be taxed in the new country, and when to change my money. I learned some of the answers along the way, sometimes later than I would have liked. Today I still manage my own assets across several countries, from Europe to New Zealand, with the same method I use with my clients.
I trained in international wealth management at ESCP, in Paris and Luxembourg, then in Canadian financial planning at BCIT. Before that, I spent twenty years founding and selling internet businesses.
I don't sell any products and I don't receive commissions: you pay a fixed fee, and my role is simply to help you understand your situation and make your own decisions.
- ESCP Business School
- Master in International Wealth Management, with the jury's highest commendation (félicitations du jury)
- BCIT
- Associate Certificate in Financial Management, Financial Planning, with distinction
- Languages
- French, English
- Lived in
- France, United States, Australia, Portugal, Canada
Getting in touch
The simplest way is to describe your situation in a few lines using the contact form. I read every message myself and reply within two business days, telling you which service seems right for you and what it costs. You can also write to me directly if you prefer.