Douglas Cerson

Douglas Cerson Email and Phone Number

Waterloo, ON, CA
Douglas Cerson's Location
Waterloo, Ontario, Canada, Canada
About Douglas Cerson

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.

Douglas Cerson's Current Company Details
Sentry Group | Motivating Success

Sentry Group | Motivating Success

View
Founder and Chair
Waterloo, ON, CA
Website:
sentrygroup.ca
Employees:
8
Douglas Cerson Work Experience Details
  • Sentry Group | Motivating Success
    Founder And Chair
    Sentry Group | Motivating Success
    Waterloo, On, Ca
  • Szam Capital Partners Corporation
    President / Trustee
    Szam Capital Partners Corporation Dec 2019 - Present
    Waterloo, Ontario, Canada
    A land investment and development joint-venture capital partner primarily focused on Real Estate across multiple markets.
  • Sentry Group | Motivating Success
    Founder & Chair
    Sentry Group | Motivating Success Sep 2002 - Present
    Waterloo, On
    Sentry 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.
  • Stevloc Management Inc.
    President & Ceo
    Stevloc Management Inc. Jun 2014 - Jan 2016
    Toronto, Canada Area
  • Platinum Wealth Strategies
    Strategic Analyst | Managing Partner
    Platinum Wealth Strategies Jan 2011 - Dec 2014
    Ontario
    PWS 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.
  • Pinnacle Wealth Brokers Emd
    Vice President | Business Development Eastern Canada
    Pinnacle Wealth Brokers Emd Jan 2012 - Jun 2014
    Ontario, Canada
  • Kingsgate Wealth Management
    Regional Manager | Business Development
    Kingsgate Wealth Management Sep 2002 - Dec 2004
  • Investors Group Financial Services Inc.
    Associate Regional Director
    Investors Group Financial Services Inc. Sep 1992 - Sep 2002

Douglas Cerson Education Details

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.