Jerry joined DundeeWealth Investment Counsel in 2009 as Vice President and Portfolio Manager and is based in Calgary. His impressive skill set includes an excellent understanding of capital markets and a proven track record in personalized wealth management and estate planning.

Jerry is responsible for providing personalized investment management services for private clients, endowments and charitable foundations.

Jerry began his career in financial services field in 1993. He has worked for a major Canadian financial institution on the investment counselling and retail brokerage side, dealing with wealthy Canadian families, foundations and small institutions. Prior to joining DundeeWealth Investment Counsel; he spent five years building the Investment Counselling business for a London UK based, global financial institution.

He holds a Bachelor of Commerce from the University of Calgary and earned the Chartered Financial Analyst designation in 2000. Jerry also holds the Certified Financial Planner designation.

Jerry is involved in numerous community organizations, and served on the Calgary Society of Financial Analyst’s board for 2 years.