Douglas Cerson Email and Phone Number
Strategic Analyst | Executive ManagementWith over 25 years of business operations and management experience in Corporate, Private Clients and Foundation Consulting. My experience extends in the areas of integrated tax & wealth management, project management, business structure, investment procurement and due diligence of private offerings serving clients based in Canada, the US and Asia. Additional deep and broad knowledge of corporate structure and governance with a goal of, in every relationship, providing guidance to the best available and compliant solution. Our new global financial environment, advanced by technology and disrupted by a pandemic, demands patience and transparency - this is paramount in every business decision.Areas of focus: Proactive business and corporate strategies. Consulting on alternative and private offerings. Coordinating due diligence and structuring private investment offerings. Managing and acquiring land for future development.
Sentry Group | Motivating Success
View- Website:
- sentrygroup.ca
- Employees:
- 8
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Founder And ChairSentry Group | Motivating SuccessWaterloo, On, Ca -
President / TrusteeSzam Capital Partners Corporation Dec 2019 - PresentWaterloo, Ontario, CanadaA land investment and development joint-venture capital partner primarily focused on Real Estate across multiple markets.
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Founder & ChairSentry Group | Motivating Success Sep 2002 - PresentWaterloo, OnSentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in-depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan. -
President & CeoStevloc Management Inc. Jun 2014 - Jan 2016Toronto, Canada Area -
Strategic Analyst | Managing PartnerPlatinum Wealth Strategies Jan 2011 - Dec 2014OntarioPWS built a entirely new Financial Planning model for Financial Advisors to manage clients assets and their financial planning. The PWS model is a 3 tier solution process that puts any independent FA on an level playing field with an Ultra High Net Worth advisory firm.
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Vice President | Business Development Eastern CanadaPinnacle Wealth Brokers Emd Jan 2012 - Jun 2014Ontario, Canada -
Regional Manager | Business DevelopmentKingsgate Wealth Management Sep 2002 - Dec 2004
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Associate Regional DirectorInvestors Group Financial Services Inc. Sep 1992 - Sep 2002
Douglas Cerson Education Details
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Certified Financial Planner -
Finance And Marketing
Frequently Asked Questions about Douglas Cerson
What company does Douglas Cerson work for?
Douglas Cerson works for Sentry Group | Motivating Success
What is Douglas Cerson's role at the current company?
Douglas Cerson's current role is Founder and Chair.
What schools did Douglas Cerson attend?
Douglas Cerson attended Certified Financial Planner, University Of Windsor.
Who are Douglas Cerson's colleagues?
Douglas Cerson's colleagues are Mary Thibodeau, John Langdon, Natalie Hill, Ryan Gent, Vladimir - Vlad Blagovcanin.
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