Gerry D'Souza Regional Insurance Specialist Gerry employs a comprehensive process to assess client needs and then recommends tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations,Gerry will partner with your other professional advisors in the development of appropriate solutions. Gerry can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure that your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Gerry has access to insurance to insurance solutions from the top-ranked insurance providers in Canada.
Gerry began his career in the insurance industry in 1975 and is an expert to his field. He has acquired the Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant designations.
Catherine P.Z. Nicholls, LL.B, TEP Will & Estate ConsultantCatherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of Upper Canada since 1980. She was a partner in a small law firm and primarily practiced law in the areas of residential real estate, will and estate planning and estate administration. Catherine joined a major trust company as a Senior Will and Estate Planner in 1996 and has since then focused exclusively on this area of law. She continues to focus on will and estate planning with RBC Dominion Securities. She is a member of the Society of Trust and Estate Practitioners (STEP), the Estate Planning Council of Niagara and the Niagara in House Legal Council Group. Catherine works closely with your lawyer and tax accountant to provide you with information on structuring your estate in an efficient and tax effective manner. Following your meeting, Catherine will provide you with a report outlining various estate planning issues for you to explore in further detail with your own specialists.Grant Henri, CFP, PFP, Pl. Fin.Financial Planning Specialist Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is working towards his TEP designation with the Society of Trust and Estate Practitioners.
Grant has 20 years of progressive experience in various roles within the financial services field, including 14 years with RBC. He also provides support to the Financial Planners Standards Council of Canada as a subject matter expert and has been teaching retirement and estate planning at George Brown College in Toronto.
Over the last three years, Grant has been providing support on tax, legal, estate and retirement planning strategies to advisors at RBC Dominion Securities. He has also written several articles on these subjects which are part of the firms library of financial planning content available to you through your Investment Advisor.
Grants role as part of the Huet Advisory Team, is to work with our clients in preparing and presenting comprehensive Compass Financial Plans. Our comprehensive financial planning approach addresses your issues and concerns, and helps you to clarify your objectives. The analysis will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance or estate planning, and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.