Gerry Ramos, CFA®, CFP®, MBA, CIM
Gerry began his financial services and investment career in 1994. He has taught for Foran Financial since 2003. He is an adjunct professor for the MBA program at Concordia’s John Molson School of business. He has experience in teaching securities and licensing courses such as the CSC, WME, PDO, EMD, LLQP. Gerry also helps students with exam preparation for the CFP and CFA designations. He is passionate about sharing his knowledge and providing meaningful instruction and has joined the business faculty of Wilfrid Laurier University teaching undergraduate and MBA students.
When not teaching Gerry is a Wealth Planner advising high net worth clients on tax, trust, estate and investment planning. Gerry is a Master of Laws candidate at Osgoode Hall Law School at York University, specializing in taxation. He has created a sailing event that honours Sunnybrook Hospital’s Ross Tilley Burn Centre as a former patient.