Empowering

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Gerald (Jerry) Letourneau

Senior Financial Planner

Biography

Jerry started in the life insurance industry in 1982 and moved into investments with a focus on financial and retirement planning for affluent clients by 1992. He focused on his client’s needs and would not bring forward any product to a specific client until he had complete knowledge as to what suited them best. By 2002, Jerry started his own boutique firm and asked clients to help him help them succeed. He realized that people have their own work, business, family, and personal lives they need tending to, and that he could be integral in helping them with their specific goals.

By understanding each client’s specific needs and goals, Jerry formulates solid advice for them as it relates to their comprehensive financial and estate planning matters. Proficiency is the utmost important task and clients need it done correctly. To be successful, you need to be easily reached and Jerry is always available to help clients with their needs.

Jerry’s Approach to Financial Planning

WHAT JERRY DOES

Jerry provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Jerry works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.

The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Jerry measures his success by how well he has helped his clients achieve their specific goals and objectives.

WHAT JERRY STANDS FOR

Jerry believes that much of his successes and accomplishments to date are as a result of his beliefs and values which he stands by: honesty, persistence, teamwork, excellence, and creativity.

your-goals

Jerry puts his clients’ interests above everything else to ensure that he earns their business not only at the beginning of the relationship but throughout every stage of it as well.

Optimize Wealth Management’s Investment Services

Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.

Optimizing investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Jerry, along with a licensed portfolio manager from Optimize Wealth will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.

Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Jerry and a licensed portfolio manager from Optimize are outlined in detail below.

As a Senior Financial Planner, Jerry helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals

Financial Planning

Financial Planning is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals in life

Investments*

We help our clients create and protect their wealth in all markets and economic conditions.

Will & Estate Planning

Estate planning is about your family and loved ones – and the inner peace you get from preserving their financial security.

Loans & Mortgages

Start looking today with the confidence that we will be with you every step of the way to make your homeownership dreams a reality.

Insurance Solutions

Sometimes in life, keeping it simple is the best way to go. Let us show you how to protect what matters most to you while keeping your costs well in check.

Tax Planning

You work hard for your money and you deserve to keep as much of it as possible. Work with us to optimize your tax return and we’ll show you how.

*Disclaimer: Will preparation, tax preparation and financial planning provided by Jerry Letourneau and CFI; All investment advice and registerable activity provided by a licensed Portfolio Manager of Optimize Inc.

Learn More About Our Portfolio Management Team

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If you are looking for holistic advice which covers your entire financial situation, we would be keen to discuss how we could work with you and your family. An Optimize Financial Planner is always ready to take that step with you and design a financial plan specific to your particular goals and objectives.

NEED FINANCIAL PLANNING ADVICE? RECEIVE A COMPLIMENTARY PLAN TO ACHIEVE YOUR SPECIFIC GOALS!

Call on (905) 295-2341 or fill out the form below.

Helen Proulx – Executive Administrator (905) 347-5659

Send Jerry An Email