About Gerard Hass

With over 25 years’ experience and having earned the Chartered Accountant, Certified Financial Planner, and Chartered Financial Analyst designations, I offer clients an enhanced investment management experience with expertise in tax, financial planning, and investment management.

My core philosophy is to eliminate the middle-man for clients, and focus on providing them with financial peace of mind and enhancing the quality of their lives. There are different ways to do this including simplifying tax reporting, through education and timely communication, managing money using proven strategies, and developing a financial projection which can ease the uncertainty about how much you need to earn.

I help clients achieve greater wealth by investing their savings in a manner which provides the core benefits of lower volatility, lower fees, less portfolio activity, and lower taxes; within the parameters of their own personal risk tolerance. Their experience is further enhanced with the advantage of financial advice from a professional with superior qualifications.

Stressing the importance of intelligence, integrity, and fairness, I serve mostly accountants and their clients.