Gerry Bettig, CFA

President
Gerry brings more than 20 years of knowledge and experience to the role of Portfolio Manager. He began his career in Germany and has worked in various capacities in Canada in the financial services industry.

He earned a Bachelor’s degree in Economics from the University of Manitoba along with a certificate in Advanced Accounting. He holds the prestigious Chartered Financial Analyst (CFA) designation, in addition to the Certified Financial Planner and Personal Financial Planner designations.