Testimonials



It is with great pleasure that I have the opportunity to thank Gerard for his 15 + years of financial service. Gerard has provided sound and trustworthy advice in all aspects of the financial industry for both our personal and business accounts.

Going beyond the expected service of a CMA/CFP, Gerard has maintained professional discretion and integrity in all of his work. With his proactive approach to financial planning we are in a stronger position for a secure financial future. If you are looking for a CMA or CFP do not hesitate to call on Gerard’s experience, professionalism and loyalty to his clients.

August 28, 2013, Chris Walsh


Gerard is thorough and accurate; when it comes to the numbers he misses nothing.

Also, a nice guy and good to work for and with.

November 20, 2012, Carol Bolton



 

History

A brief history of our company

Read More

In the News

News releases, Media and Events

Read More

Testimonials

Our clients can vouch

Some kind thanks from our clients

Read More

Accreditations

Certified Management Accountant

Certified Canadian Financial Planner