Jerold is a Senior Financial Planner with over 28 years of background experience in personal and corporate financial planning, accounting, banking, and tax preparation. Jerry has a Bachelor of Commerce from the University of Calgary and after working in both the public and private sectors, including time spent assisting small businesses with accounting and tax issues he began his own practice as a financial advisor with Assante Financial Management Ltd. He provides personal financial and tax planning services to our clients and specializes in tax, investment analysis, cash flow and risk management.
Jerry's main objective is to build a long term client relationship with you by providing top quality service through careful attention to detail and an understanding of your individual needs. He has developed several financial and tax planning strategies which, when implemented, result in saving income tax dollars and maximizing household cash flow. Careful consideration is given to maximizing the benefits of your resources within your portfolio at the same time staying on track for current and future goals.