With a long-lasting and successful career as a managing partner, Gerry has been providing guidance and assistance to financial advisors and clients alike since 1978. His specific field of expertise and interest centres on insurance and investment strategies through financial and estate planning programs. Through a combination of commitment to customer satisfaction and industry know-how, Garry has helped a number of business associates move on to become Million Dollar Round Table producers.

As a CLU (Chartered Life Underwriter), CHFC (Chartered Financial Consultant) and CFP (Certified Financial Planner) he has the professional background to re-enforce his personal achievements. Gerry has previously served in the role of President of Advocis – an association for professional insurance advisors and financial advisors based in Canada.

Relevant skills and experience:

  • Over 30 years in the field of financial planning and insurance strategies, making him extremely experienced and knowledgeable.
  • Varied professional certifications that attest to his high standards of work ethics and industry expertise