About Gerry Matte

Gerry Matte, CLU, CFP, CH.F.C., RFP

Financial Security Advisor

Gerry has been in the Financial Services Industry for 40+ years. He has worked with people of all ages and stations in life. He holds multiple designations of Financial Planning and has spoken to a numerous of groups and organizations across Canada on Wealth Management and insurance planning including:

The Banff School
Manitoba Bar Society
Canadian Association of Financial Planning
Institute of Chartered Life Underwriters of Canada
Numerous Industry Focus Groups

Gerry’s professional accomplishments include:

Past Trustee of the Institute of Chartered Life Underwriters of Canada and chairman of the Ethics Committee
Past chair of the Insurance Council of Manitoba
Past chair of the Estate Planning Council of Winnipeg and a member for 40 years.
Founding member of the Institute for Advanced Financial Planning
Member of CALU (Conference for Advanced Life Underwriting)
Member of STEP Society for Trust and Estate Practitioners

Such licenses as required in various Provincial Jurisdictions are sponsored by the Power Financial Corporation group of companies.

Gerry is a graduate of Red River College in Business Administration and has been a resident of Winnipeg his entire life. He is married with two children.

How I am compensated

Investment Management Fee – Based on assets under Management.
Commission – typically embedded in an investment or insurance product at time of purchase