Meet the team

Gerry is a big-picture thinker and likes to give clients a holistic, overall view of their finances. As senior investment advisor for Rudnick Wealth Partners, Gerry guides our clients through key financial milestones with candid and insightful advice. “I think clients should be involved in the little decisions,” he says, “and most importantly, they should understand those decisions.”

Gerry discovered the value of financial literacy early on. Growing up, he often helped his father work on the family farm; to earn some extra cash while in school, he and his brother helped their dad sell organic vegetables on weekends. At 18, Gerry used this money to open his first investment account. “I had a vague understanding of the industry at that time,” he recalls, but he knew there was more to learn. He remembers his parents investing in penny stocks, and while their holdings may not have been as valuable as they had hoped, Gerry took away something far greater from their experience: a lifelong passion for finance and investing.

While studying economics at Wilfred Laurier University, he completed an internship in Russia for one summer, sparking the beginning of his love for both travelling and the country itself. Upon returning to Canada, he found another special connection – with Chris. After he joined RBC Dominion Securities in 1997, he and Chris were married, and by 1999 they had joined forces professionally as Rudnick Wealth Partners.

Together, Gerry and Chris offer personalized wealth services for high-net-worth families, businesses, charitable foundations, and institutions. Gerry has completed the Canadian Securities Course (CSC), obtained the Financial Management Advisor (FMA) designation, and has earned the Fellow of the Canadian Securities Institute (FCSI) status. He is also a licensed insurance representative.

When he’s not working, Gerry likes to stay up to date on the news, go on runs, and travel with Chris and their two children.

Chris takes great pride in helping clients uncover their financial goals, values, and, ultimately, what’s most important to them. “I love building those relationships, hearing their stories, and really getting to know them,” she says.

A University of Western Ontario alum, Chris initially aspired to be a teacher before bringing her passion for learning to the financial industry as a branch administrator in 1991. “It was a small office, but I had an incredibly supportive team and great mentors to learn from,” she fondly recalls. A quick learner, Chris eagerly absorbed everything she could about branch operations and finances. To date, Chris has completed the Canadian Securities Course (CSC), a financial planning course, and she is a licensed insurance representative.

After working for another firm, Chris realized that she wanted to be part of a full-service brokerage because she knew her clients would benefit more from that kind of service. In 1999, she joined forces with her partner, Gerry, to offer clients a holistic approach to wealth management at RBC Dominion Securities. As one half of Rudnick Wealth Partners, Chris leads client discoveries and seeks new ways to connect with clients and the community through digital marketing. “We want our clients to know that we’re always here for them,” she says, “and we never take their trust in us for granted.”

On behalf of Rudnick Wealth Partners, Chris likes to support organizations with real-world impact, from science to healthcare to youth leadership. “Giving back to our community is really important to us,” she says. “No matter how big or small, every bit counts toward making a difference.”

Outside the office, Chris is a proud hockey and soccer mom, and she also likes to work out, go on walks, and make time for the occasional round of golf.

Deanna began her career at RBC Dominion Securities more than 35 years ago. Having studied business at Mohawk College, she knew early on that she wanted to work in finance. For Rudnick Wealth Partners, Deanna is a reliable beacon of knowledge: “We can always count on Deanna to keep everything on track,” says Gerry, “and our clients love her for it.”

As a fully licensed associate, Deanna is responsible for the day-to-day administration for investment accounts. Deanna loves helping clients in any way that she can, whether it’s processing paperwork or just checking in. She is often the first point of contact for clients, and she ensures that client requests, from wire transfers to account statements and online access, are executed in an efficient, timely fashion.

In her off hours, Deanna enjoys spending time with her granddaughter, either outside or tubing on the nearby Grand River.