Gerry Gatto, CIM®

Gerry gatto, cim®

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  • Timeline

  • About me

    Portfolio Manager & Wealth Advisor | Gatto Bergman Group | at Assante Capital Management Ltd.

  • Education

    • Concordia university

      -
      Political science
    • Concordia university

      -
      Bachelor of commerce (bcom) finance
  • Experience

    • National bank of canada

      Jun 2014 - Mar 2015
      Personal banking advisor

      Primary accountability is to collaborate with each client and apply financial counseling principles to actively and effectively assess their life stage needs and provide proactive financial solutionsMaintain and generate relationships with individuals in order to grow both existing and new client portfolios.Conduct business development activities that result in generating more referrals, clients and business. Contribute to team client experience and sales results by assisting clients with their full range of financial needs including day to day banking (small business ,personal), borrowing or saving for a goal and protecting the future. Take a client focused approach to understanding financial needs, providing advice and proposing product/service solutions that meet all client needs with the goal of deepening client relationships and building long-term profitable relationships. Develop and maintain relationships with partners to optimize business opportunities and referrals. Show less

    • Ci assante wealth management

      Mar 2015 - now
      Portfolio manager & wealth advisor | gatto bergman group |
  • Licenses & Certifications

    • Advanced investment strategies

      Canadian securities institute (csi)
    • Canadian securities course

      Canadian securities institute (csi)
    • Chartered investment manager (cim®)

      Canadian securities institute
    • Conducts and practices handbook course

      Canadian securities institute (csi)
    • Life license qualification program (llqp)

      Autorité des marchés financiers (québec)
    • Portfolio management techniques (pmt)

      Canadian securities institute
    • Certificate in advanced investment advice

      Canadian securities institute (csi)
      Jan 2019
    • Wealth management essentials course

      Canadian securities institute (csi)
  • Volunteer Experience

    • Crew Member/Snacks and Hydration

      Issued by The Ride to Conquer Cancer
      The Ride to Conquer CancerAssociated with Gerry Gatto, CIM®
    • Hockey Team Member

      Issued by La Fondation Les Jeux D'Espoir/The Games for Hope Foundation on Jan 2019
      La Fondation Les Jeux D'Espoir/The Games for Hope FoundationAssociated with Gerry Gatto, CIM®
    • Attendee

      Issued by CHU Sainte-Justine on Oct 2016
      CHU Sainte-JustineAssociated with Gerry Gatto, CIM®