Are you ready to take control of your own finances but aren’t quite sure where to start? Do you want a better understanding of the various products? How do you understand all those charts and graphs? Contact Gerry and he can show your group how to get started and build a portfolio that works for you.
Want an information session about the workings within the financial industry? Need to better understand the jargon and terminology you read in the business and financial papers? Contact Gerry and he can speak to your group and put your mind at rest.
Do you want to work with a financial advisor but aren’t sure where to start? Want to know the right questions to ask? What are the typical tasks that financial advisors perform? Contact Gerry and he can help you work better with a financial advisor.
For some first-hand, practical and entertaining advice on managing your own financial future, Contact Us and book Gerry for your next event – in English and French.