Know your advisor: CIRO Advisor Report
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Gerry is a senior financial advisor living and working in Grande Prairie (and beyond). With his Bachelor of Commerce from the University of Alberta and his Certified Financial Planner (CFP®) designation, Gerry is ready to help you achieve financial freedom.
During university, Gerry fell in love with finance. After earning his degree and entering the industry, he found his passion for banking and investments was complemented by an affinity for helping others reach their dreams. Gerry knows life doesn’t always take you where you expect, and he wants you to know you can rely on him to help you make the most of every situation. As a born and raised Albertan, one of his favourite parts about working at ATB is knowing he’s working with a world-class wealth management firm whose main focus is on the financial well-being of Albertans.
Gerry is a triple threat - Senior Financial Advisor, father and family man, and an aspiring grill master. When he’s not cheering you on to your next financial goal, Gerry can be found at the rink with his two sons coaching hockey (in between checking his brisket, that is).
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
ATB Securities Inc. is proud to be a member of the Canadian Investment Regulatory Organization
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.