Jerry Mesidor Pl Fin
Investment Specialist @RBC Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Investment Specialist @RBC Wealth Management
Montreal, QC, CA
EDUCATION
Concordia University
Bachelor of Commerce (B.Com.)
Université du Québec à Montréal
Bachelor of Business Administration (B.B.A.), Financial Planning
Université du Québec à Montréal
Bachelor of Commerce (B.Com.), Accounting and Finance
college saint jean Vianney
High school, General Studies
SKILLS
ABOUT JERRY MESIDOR PL FIN
As a certified financial planner I implement a successful and confidential approach to Wealth Management. My specialties include: value added advice such as investment and tax planning. I am responsible for relationship management and growth of long-term profitability.Typical clients may be CEOs/senior executives, entrepreneurs, professionals and mass affluent Canadian families. I work very well with clients who have complex investment, credit, retirement and estate planning needs My responsibilities include:Advising and consulting with clients in order to provide value-added strategies to increase their net worth Updating client on new market development Managing and growing clients’ portfolios using investment tools such as Mutual funds from the Canadian top investment firms Developing long term financial strategies with clients through comprehensive financial plans to meet their goalsProviding advice to clients and their families on all aspects of investments and financial planning through extensive personal contactImplementing comprehensive financial plans and specific investment strategies Conducting financial planning seminars and information meetings throughout the region to inform clients about new strategies
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.