Gerald Erwin

Gerald Erwin Email and Phone Number

E-File Tax Preparation and Former Financial Planner at EFS Erwin Financial Services @
Gerald Erwin's Location
Port Elgin, Ontario, Canada, Canada
Gerald Erwin's Contact Details

Gerald Erwin work email

Gerald Erwin personal email

n/a
About Gerald Erwin

I consider myself a 'facilitator' helping folks solve financial difficulties.Completion of the MBA and prior BASc led to strong career path in securities analysis specializing in Tech and Mnfg sectors.Crash of '87 fueled creation of own financial services concern and resultant specialty of mutual fund sales, tax preparation, life and disability insurance solutions for conservative Canadian families.Passion outside of numbers has always been golf and hence the MASTERS PIC aboveSpecialties: Tax preparation, financial planning, estate preservationNow Treasurer of Local Rotary Club which keeps neurons active for sure!

Gerald Erwin's Current Company Details
EFS

Efs

E-File Tax Preparation and Former Financial Planner at EFS Erwin Financial Services
Gerald Erwin Work Experience Details
  • Efs
    Director
    Efs Apr 1990 - Present
    Saugeen Shores, Ontario, Canada
    Director of Strategic Planning and Account Development. If it requires 'number crunching' your problem is my opportunity. I hope to alleviate your stress regarding tax, retirement, mortgage, child education, debt or any money related sleep depriver you are experiencing.
  • Transamerica
    Agent
    Transamerica 1995 - 2010
    Insurance agents at TransAmerica are Independent, self-directing, entrepreneurs seeking to alleviate financial fear in the 20-60 age base.
  • Midland Doherty
    Director
    Midland Doherty 1979 - 1991
    Toronto
    If my clients lose money, I lose money, so who would I work hardest for?

Gerald Erwin Skills

Financial Services Strategic Planning Securities Retirement Investments Customer Service Retirement Planning Wealth Management Financial Analysis Strategic Financial Planning Mutual Funds Insurance Asset Management Negotiation Disability Insurance Risk Management Tutoring

Gerald Erwin Education Details

Frequently Asked Questions about Gerald Erwin

What company does Gerald Erwin work for?

Gerald Erwin works for Efs

What is Gerald Erwin's role at the current company?

Gerald Erwin's current role is E-File Tax Preparation and Former Financial Planner at EFS Erwin Financial Services.

What is Gerald Erwin's email address?

Gerald Erwin's email address is ge****@****ahoo.ca

What schools did Gerald Erwin attend?

Gerald Erwin attended The University Of Western Ontario - Richard Ivey School Of Business, U Of T Faculty Of Engineering.

What are some of Gerald Erwin's interests?

Gerald Erwin has interest in Economic Empowerment, Civil Rights And Social Action, Education, Science And Technology, Disaster And Humanitarian Relief, Health.

What skills is Gerald Erwin known for?

Gerald Erwin has skills like Financial Services, Strategic Planning, Securities, Retirement, Investments, Customer Service, Retirement Planning, Wealth Management, Financial Analysis, Strategic Financial Planning, Mutual Funds, Insurance.

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