Jerry St-Cyr

Jerry St-Cyr is a dedicated wealth management professional who aims to positively impact the lives of his clients and their families by offering tailored financial solutions.

His expertise lies in retirement and estate planning strategies, wealth preservation and growth, tax optimization, and succession planning for heirs.

Jerry follows a consultative approach, taking into account each client's values, concerns, goals, time horizons, and risk tolerance to create personalized financial plans.

He serves as a Financial Coach, providing education and guidance to various groups, including women, the LGBT community, business owners, corporate executives, and successful families.

Jerry is known for his integrity, commercial acumen, reliability, trustworthiness, and dependability as a Financial Advisor.

He actively contributes to the community through Womanity.WISE, a group focused on empowering women in need, and is also involved in his parish church.

Outside of work, Jerry enjoys activities like tennis, paddle, kayaking, and conducting wine theory presentations.

Jerry encourages connecting with him if you are retired, nearing retirement, recently widowed, going through a divorce, a business owner, or a corporate executive in need of financial advice.

Fluent in English and French, with conversational skills in Spanish, Jerry is the author of 'My Wine Guide' offering simplified wine insights.

His educational background includes studies at prestigious institutions like Harvard University, the University of Pennsylvania, IMD Business School, and more, covering areas like negotiation, executive development, finance, and leadership.

Jerry has held various prominent roles in organizations such as Morgan Stanley, Dentist Select, Select Fine Wines, and Dun & Bradstreet among others, showcasing his diverse professional experience and expertise.