Gerardo is a dedicated professional that will partner with you to help you reach your goal of living an exceptional life. We will spend our time and energy getting to know you and your family, and develop an understanding what your dreams are for them.
We will make your goals, our goals and not let you forget what needs to be done to make them a reality. Then we can build a customized wealth program just for you. We help build investment portfolios that will allow you to weather the unpredictable nature of the markets.
We will provide you advice on investments and provide personalized retirement planning, estate planning and insurance through our in-house estate and insurance advisors.
For clients who prefer a more hands-off approach, we also offer portfolio management services through National Bank Financial’s turnkey solutions.
Specialities: Personalized advice with a focus on conservative wealth management strategies for individuals and their families.