From 1992 - 2011, Gerald served as an executive financial consultant for one of the largest investment firms in Canada. Since 2011 Gerald's company Helm Asset and Wealth Management Inc. have been helping families and businesses manage their wealth through a strong network of discretionary managers, tax advisors and tailored financial planning. Gerald graduated from the Northern Alberta Institute of Technology and through the Financial Planners Standards Council, received his CFP designation.
(403) 823-5567
Helm Asset and Wealth Management Inc
245 3RD ST. West
Suite 312A
Drumheller, AB T0J 0Y4