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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.

  • Desjardins Financial Security Investments Inc.
    Current
    Financial Advisor

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Email: gerry.mr@live.ca
Phone: 778-989-5575