Accomplished Professional

Born in South Africa, Gerry Son Kee brings international experience and an entrepreneurial spirit to his work. With more than 23 years in the financial services industry in Canada, Gerry’s depth of knowledge gives him unique insight into the markets and a resilience born from navigating challenging market cycles. With a goal to provide clients with personalized investment strategies and a comfortable retirement, Gerry created Landmark Wealth Management in August 2003. Backed by his dedicated team, he has created a successful and trusted practice for his valued clients.

Unique Approach

Driven: Gerry is known for his tenacity when it comes to getting results for clients. He believes in the merit of a conservative approach to wealth management and the value of tax-preferred strategies. He is determined to help his clients realize their financial goals, and this drive motivates him to advocate for their success.

Authentic: Relationships matter. At the heart of Gerry’s business is a desire to buildand maintain deep mutual trust with his clients. He prioritizes open communication, anapproachable style, considered advice and exceptional service.

Discerning Clients

Gerry’s clients are affluent investors who require focused wealth preservation strategies and expect a high level of service. They place high value on clear communication and full disclosure of costs. Landmark Wealth Management is a close-knit and dedicated team, backed by a strong North American platform, Raymond James Ltd. in Canada, and Raymond James Financial Inc., in the US. This foundation allows clients access to the most up to date research, technology and market insights, while preserving the intimacy of an independent practice.

Embracing Community

Gerry and his team care about their community. They recognize the value in giving back, and are proud to offer their support to a number of purposeful organizations including the United Way, The Compass Outreach Centre and the Open Door Charity in Mississauga. With a deep rooted interest in the mining industry, Gerry is a founding board member and past chair (2014) of CIM GTA West, a choice mining networking group serving the mining industry in the Golden Horseshoe region and surrounding areas. Gerry views his practice as an extension of the community, and vibrant communities benefit from businesses built on integrity and altruism.

Connect

Gerry and his team at Landmark Wealth Management would be happy to meet with you and discuss how their approach can help you achieve your financial goals. They are available to chat at your convenience, with complete discretion.

Direct line: 905-891-5222 x 250