As an investment advisor and wealth planner for Royal Bank of Canada Dominion Securities, Jerry has more than 12 years of experience successfully helping corporate and high-net-worth individual clients develop comprehensive, customized investment strategies and financial plans. Jerry and his team are dedicated to providing diversified services to clients with wealth management needs, including asset management, risk management, tax planning, and estate planning. Jerry not only holds an MBA from Queen's University in Canada, but also has obtained several authoritative qualifications during his more than 12 years of industry experience, including Certified Financial Planner (CFP) and Chartered Investment Manager (CIM).
Jerry and his team's wealth of professional knowledge and experience ensure that every client enjoys the highest level of personalized wealth management services. Regardless of your financial goals, risk tolerance, and investment horizon. We will tailor personalized investment strategies based on your needs to strive for the highest after-tax investment returns and help you steadily achieve your financial goals and asset appreciation.
