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J.J. (Jerry) Wake, CFP, C.A.E.

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