SENIOR INVESTMENT ADVISOR
Integrity and trust are the cornerstones of any client/advisor relationship. Gerry has been following these principles for more than 36 years in helping clients design and implement financial plans tailored to their specific needs and objectives. Combining his professional approach, extensive product knowledge, experience, and expertise, he strives to develop meaningful relationships with clients, placing their best interest at the forefront of his analysis and recommendations.
The foundation to Gerry’s dedication to helping clients is to take the time to understand each individual’s financial needs, and then provide sound guidance and advice. This is followed up with ongoing communication and thorough regular reviews.
The portfolio management approach Gerry follows is like that utilized by many successful pension funds, using his many years of experience to design broadly diversified portfolios consisting of publicly traded investments and private trusts. This diversification minimizes downside risk, even in extremely volatile markets, and allows complete flexibility to achieve income and/or capital appreciation objectives.
Gerry is a Certified Investment Manager (CIM), a Fellow of the Canadian Securities Institute (FCSI) and a graduate of Queen’s University School of Business (B. Commerce Honors). He is also a Director of two private corporations, enjoys skiing and golfing, and lives in Etobicoke.