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.


Contact me today to learn more

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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