Gerald has over 30 years of experience in the investment industry and takes a professional, client-focused approach to wealth management. He specializes in creating comprehensive portfolios for both individuals and corporations, emphasizing disciplined risk management, tax optimization, and goal-oriented strategies. Gerald holds a BA in Economics from the University of Western Ontario and has earned both the Certified Investment Manager (CIM®) and Chartered Financial Analyst (CFA) designations. As a CFA Charterholder, he has successfully completed the rigorous examination process and fulfilled all requirements to earn this distinguished credential.