Our Team

Gerry cut his teeth in the tax department at Deloitte and Touche Chartered Accountants before entering the investment world and eventually becoming the only Canadian to be licensed in all five of the different and separate regulated investment marketplaces (stocks/bonds, mutual funds, private equity, mortgages and insurance) while also holding a Chartered Professional Accountant designation. During his investment career Gerry has become a prominent real estate investor while creating many of the real estate investment structures offered within Canadian Investment Services. With this unique investment background, as well as a desire to ensure investment clients have their best interests properly served, Gerry became the founding principle of Canadian Investment Services, which has now morphed into a full service financial company called CIS Financial Group, offering tax services, investment services, real estate investments, money management, financial planning, retirement planning, estate planning, mortgages (CMHC) as well as insurance (Infinite Banking Concept).