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Phone : 905-648-3740

911 Golf Links Road Suite 201
Ancaster, ON, L9K 1H9

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Senior Wealth Advisor

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Gerald has been working in the investment industry for over 25 years and brings a professional client focused approach to his wealth management process.    He specializes in building comprehensive portfolios for both individuals and corporations using disciplined risk management, tax minimization and goal-oriented solutions.  Gerald has a BA in Economics from the University of Western Ontario and holds the Certified Investment Manager and Chartered Financial Analyst Designations.  As a CFA Charter holder, he has completed the rigorous exam process and met the requirements to hold the designation.

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