Jerry began working in the financial services industry in 1979, and continues to build on 30 years of experience and continuing education. He completed his Certified Financial Planner (CFP) designation in 2005. Jerry has current membership in the Canadian Institute of Financial Planners (CIFP), Canadian Association of Life Underwriters (CALU), The Financial Advisors Association of Canada (Advocis), and is a lifetime member of the Million Dollar Round Table (MDRT). In 2006, Jerry formed a partnership with his son Myron, who has been an insurance advisor since 2003. In addition to a very effective business partnership with Myron, there is a dedicated team of staff whose professionalism, attention to detail, and accuracy under pressure provide consistent and effective follow-up and excellent client services. One of Jerry s unique strengths is building long-term relationships with his clients. He is approachable, honest and dedicated to helping his clients achieve optimal financial health. Jerry is passionate about family protection, and is equally adept and understanding of the challenges of the business owner. Jerry and his wife Ardella are parents of two wonderful sons, and now the family has grown to include their wives, and five fabulous grandchildren. On a personal level, Jerry enjoys family time, traveling, singing and listening to music, and reading. As a broker, Jerry is able to draw on a network of technical and underwriting specialists, and a large variety of major financial service companies, to find the right solution for his clients. As a Financial Planner, Jerry is able to evaluate your financial status on many levels, including risk management in the event of death, disability or a critical illness. Comprehensive analysis also includes retirement planning, business risk and protection, and tax implications. A regular review of your financial portfolio will allow you achieve your financial goals, while eliminating unforeseen risk along the way.
Foresight Financial Inc. is Calgary-based company (Alberta, Canada) with a phone number 4032392821. Our data show that the company is located at the address: 340 50 Ave SE. The company has a web site: www.foresightfinancial.com.
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