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Gerry Rubinstein is a financial advisor who helps professionals, families and business executives protect their most important assets while helping them increase their wealth. Prior to establishing his practice, Gerry spent over 15 years in financial and sales management roles in the service and high-technology sectors. Gerry Rubinstein offers a wide range of programs and services - from group benefit programs to retirement planning, and charitable giving strategies. He specializes in assisting business owners and professionals in increasing their net worth, reducing taxes while facilitating a calm transition into retirement. He also helps individuals maximize the use of their cash flow by freeing-up stagnating assets and re-directing them to increase their standard of living. This ensures that each client's journey along the way to financial success is a pleasant one. Gerry brings a considerate, sincere and benevolent approach in cultivating long-term and rewarding relationships with his clients. He is also a passionate philanthropist and an energetic participant in his community. |
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Gerry Rubinstein