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Financial Services Information

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Financial services for individuals and families who are

Gerry Doney is a licensed Financial and Estate Planner who has over 30 years of experience in the Financial Services Industry. What sets Gerry apart from others in this profession? It’s the unique professionalism combined with a laid back manner in which Gerry conducts himself, coupled with a passion and genuine interest in serving people.

Throughout Gerry’s extensive career in the financial services Industry, he has had the pleasure of meeting, assisting and conducting business with many people of all walks of life – employees to employers; notable dignitaries, people if influence and those who have reached the pinnacle of their professions. Despite this diversity, the one common denominator among his clients is the determination to secure the future for themselves and their loved ones.