Our Team

Gerry Montcalm has been employed in the financial services industry for 45 years. He founded his own company in February 1994. Gerry is fluently bilingual.

Gerry works diligently to assist his clients gain command of their wealth management objectives through a sound and balanced program of gathering information, identifying goals, setting a course, implementing solutions and monitoring the progress. Striving to find the best independent solution for each client’s unique financial needs, Gerry dedicates his practice to helping his clients live their dreams.

Gerry has shared his knowledge through seminars for both individual and corporate clients on the subjects of wealth management, employee benefits and retirement planning. His innovative strategies for clients led to being invited in 2004 by a leading Canadian Mutual Fund Company to speak as a keynote speaker to a group of financial advisors gathered in Los Angeles for a due diligence conference.

Gerry has also served two terms as an elected official in municipal government where he represented his community’s interests and chaired several multi-million dollar infrastructure projects. His experience in health care was especially helpful in chairing the building committee of the town’s medical center and in attracting two highly qualified doctors to our area.

Gerry & his wife Huguette recently moved to Orleans east of Ottawa to get closer to their family. Gerry is beginning to slow down and his wife Huguette retired as a research analyst with Statistics Canada. Huguette is now a big help with research for the office. Gerry and Huguette enjoy being grandparents, playing golf and spending time at the lake.