Bill Jerry

Financial Security Advisor
Investment Representative

Having been in the business since 1994, I am committed to my clients' short and long-term goals. I help clients achieve financial security by creating a goals-based plan.  When I'm not working with my clients, I enjoy boating, travel and spending time with family. Hope to have the privilege to work together to help achieve your financial security goals.

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Recent posts

Welcoming a pet into your home (and your budget)

May 01, 2021 - Freedom 55 Financial

Before welcoming an animal into your home and heart, take some time to make sure you also have room in your budget...

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Save early and get the benefits of compound growth

Apr 15, 2021 - Freedom 55 Financial

Saving earlier can help unleash the power of compound interest on your savings...

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Do you need individual health insurance?

Apr 01, 2021 - Freedom 55 Financial

Many Canadians have group health insurance through their employer. But if you’re retired, self-employed, employed on contract or are between jobs, you may want to explore individual health insurance....

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