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Gerry Spielmacher - British Columbia
Gerry Spielmacher CFP CLU ChFC
Managing Partner
- Responsible for the daily operation of
Canada Financial’s Surrey Office, including recruiting,
training, advisor support, client service, profitability, and
the administrative service standard for the processing of
new business, etc.
- Take action on advisors issues and concerns.
- Assist Surrey Office advisors with: one-on-one case
consultation, joint field work, regular training in a small
group or one-on-one basis, and helping advisors
maximize their potential in the financial services industry.
Background:
- Joined financial services industry in 1978.
- Assisted Surrey Metro Savings in setting up their
Financial Planning Department. Worked with BMO
Nesbitt Burns Financial Services as their Estate Planning
and Insurance Specialist. Director of Sales for
Transamerica Life in B.C. before joining CanadaFinancial (2005).
- Professional Designations: Certified Financial Planner,
Chartered Life Underwriter, Chartered Financial
Consultant
- Achievements: Past President of Surrey Chamber of
Commerce, President of Lower Fraser Valley Exhibition,
Past President of Advocis.
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