High Output Business Network -

Gerry Steckler

20 Followers

My goal is simply to assist clients and their families in achieving “financial security” no matter what happens in an Uncertain World.

As a student of the financial world, my enthusiasm lies in helping people and their families become financially secure using a variety of strategies that are simple to understand. I believe in an holistic and proactive approach, by employing a well thought out plan unique to each individual.

I specialize in working with small businesses and individuals using a seven step process, which starts with... see more My goal is simply to assist clients and their families in achieving “financial security” no matter what happens in an Uncertain World.

As a student of the financial world, my enthusiasm lies in helping people and their families become financially secure using a variety of strategies that are simple to understand. I believe in an holistic and proactive approach, by employing a well thought out plan unique to each individual.

I specialize in working with small businesses and individuals using a seven step process, which starts with assessing your current financial situation and determining your personal and financial goals. I also specialize in estate planning.

I work with Desjardins Financial Security who is a leading financial services firm with offices throughout Canada. With their support I am able to offer a range of investment and insurance options that will assist in your financial goals. We are an independent network which allows us to provide superior service to our clients. I am passionate about working with those who are willing to work with me.

Follow @financialridge

Professional Experience

Desjardins Financial Security Investments Inc.

Current

Financial Advisor

Activity

Gerry Steckler posted a discussion:

Android Tablet

Are you looking for a new Tablet. A friend is selling these at a very reasonable price. Get one while quantities last.

1 year ago
- Gerry Scallion tell him to call me Gerry1 604-945-7206 thanks
  
  1 year ago
- Marcie Panah Hi Gerry : What kind of tablets are they ?
  
  1 year ago
- Marcie Panah Gerry : I still don't know what they are to support the cause??
  
  1 year ago
Gerry Steckler posted a discussion:

Time Sharing Vacations

Looking for someone who is familar with Time Sharing Vacations.

1 year ago
- Dr. Holly Fourchalk Hi Gerry - I own several, since 1987
  
  1 year ago
Gerry Steckler posted a discussion:

Estate Planning

People spend a lifetime accumulating assets, but very little time managing and conserving those assets. How can you ensure your estate goes to where you want: To your Heirs. Do you or someone you know, have a significant investment portfolio? Do you or they know what this might cost in... see more People spend a lifetime accumulating assets, but very little time managing and conserving those assets. How can you ensure your estate goes to where you want: To your Heirs. Do you or someone you know, have a significant investment portfolio? Do you or they know what this might cost in taxes. If you or someone you know wants to learn more about this, I would be more than happy to discuss.

Business

Business networking

2 years ago
Gerry Steckler posted a discussion:

Vehicle Inspection

Where can one get a vehicle inspected for an out of province vehicle in Maple Ridge

2 years ago