Jerry Fin

Jerry Mesidor CPA-CMA Pl Fin is a certified financial planner with a successful and confidential approach to Wealth Management.

Specializing in value-added advice such as investment and tax planning, Jerry Mesidor works with clients like CEOs, senior executives, entrepreneurs, professionals, and mass affluent Canadian families.

He excels in handling complex investment, credit, retirement, and estate planning needs for his clients.

Jerry's responsibilities include advising and consulting clients, updating them on new market developments, managing their portfolios using tools like Mutual funds, and developing long-term financial strategies through comprehensive financial plans.

He provides advice on investments and financial planning to clients and their families, conducts financial planning seminars and information meetings, aiming to inform clients about new strategies.

Jerry Mesidor obtained a Bachelor of Commerce (B.Com.) in Accounting and Finance as well as a Bachelor of Business Administration (B.B.A.) in Financial Planning from Université du Québec à Montréal.

Additionally, he studied General Studies in high school at college saint jean Vianney and pursued another Bachelor of Commerce (B.Com.) degree at Concordia University.

Throughout his career, Jerry has held various roles at RBC, including Private Banker at RBC Wealth Management – Private Banking, Financial Planner at RBC Wealth Management, Senior Account Manager, Manager Client Services, and Mutual Fund Specialist.