Gerry is amongst a select group of RBC Investment Advisors who are licensed portfolio managers with RBC’s Private Investment Management group. Only by meeting high standards and completing rigorous coursework, can an Investment Advisor make application to join the Private Investment Management division.
With over 25 years of experience Gerry offers you financial planning and investment management skills on a professional discretionary level that allows you to focus on other day to day matters in your life. A hard copy of your family’s Financial Plan will be provided to you along with an Investment Policy outlining your objectives and goals.
Away from the office Gerry actively supports numerous charities and coaches children’s sports in the Etobicoke / Bloor West neighbourhoods. By valuing people, the community and his clients, Gerry has touched the lives of many and made a difference. It is this philosophy that has helped shape his standards and guides his behaviour in the office and the community.