Young families just starting out

Having a financial plan can help you reach your goals faster.

Established Families need to look to the future

Time to start planning for what lies ahead.

Corporate Wealth Strategies

How to extract capital from your business tax free.

Enjoying your golden years

In retirement, income is the last thing you should have to worry about!

Running a successful business

Solid financial advice can make all the difference!

Looking for unbiased advice for you
and your family?

My duties are to work with you and for you, to help you reach your short and long-term financial goals. This is achieved by using a combination of investment strategies, estate planning and insurance products that fit your needs, as well as your budget. I strive to ensure all of my clients allocate their finances in the most effective, tax-sheltered ways possible. I am a fully independent advisor so I can guarantee the best prices and/or products to fit your needs.

Everyone’s situation is unique so the solutions should be specific to your situation. The advantage I offer is that there is absolutely NO COST and NO OBLIGATION to have me review your situation and offer possible solutions or strategies that will benefit you the most!.

WHY WORK WITH GERRY?
I provide:

Personal Service

Catering to your specific needs and requirements. Every situation is unique so your solutions should be as well. Don’t limit your options to only what your bank offers you.

Fully Independent

I represent almost every financial institution in Canada so I am able to find you the best prices and/or products specific to your needs. I remove the trial and error process for you.

Expertise

My background includes over 30 years as an equity trader in the investment industry. This gives me a deeper understanding than most advisors regarding the risks and rewards of investing that I happily share with all my clients. I have been advising clients for over 10 years to much success.

To Request a FREE Consultation (in person or online) or to just ask a question, click here:

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