Jerry has nearly 33 years of industry experience. Prior to joining the industry, Jerry worked as a Chartered Accountant, specializing in tax. His experience includes working in Audit and Tax with a leading CA firm, Treasurer for municipal government, and CFO and VP Finance with a private firm. Combined with his financial planning and investment knowledge, Jerry’s tax expertise allows him to provide a truly comprehensive approach to building, preserving and enjoying wealth.
In the community, Jerry served as Councilor for Rochester Township, Treasurer of Lakeshore Lightning Girls Hockey and is currently chairman of the finance committee for a local church. Jerry and his wife, Brenda, have three children.