J.J.
(Jerry) Wake, CFP, C.A.E.
email:
jerry@wakefamily.net
- works for Red River College as a Continuing Education instructor teaching
in their Financial Planning certificate program
- is
a fulltime student earning his Bachelor of Education at the University of Winnipeg
- brings 25 years of experience in the financial services field starting with the Canadian chartered banks, working as a financial planner
with a major investment and life insurance company, moving to the Manitoba
Credit Unions and spending his last five years with an investment fund
training and developing
tax and planning concepts for financial professionals throughout the
province
-
obtained
his Certification in Adult Education from RRC and the Province of Manitoba
-
•is a Certified Financial Planner™ and was a member of the Canadian
Association of Financial
Planners serving as the last provincial treasurer of the Manitoba chapter
-
•was a member of the Canadian Association of Pre-Retirement Planners and
served on
their National
Conference Committee
-
•has completed the Canadian Securities
Course™, the IFIC Canadian Mutual Funds Course™, held a Life Insurance
license as well as a Mutual Fund salesperson's registration and has obtained numerous sales and management training certificates
-
believes
strongly that "life-long learning" is much more than just a catchy
phrase
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