As a professional account executive, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Gerald Letourneau is an Account Executive with over 27 years of quality service.
In 2011, he formed Chippawa Financial Investment and Insurance Solutions with the intention and ambition to service his clientele with all of their financial needs. In doing so the success has given clients the opportunity to rely on sound advice with quality service. In 2019, the firm was later renamed to CFI Wealth Advisors Investment & Insurance Solutions.
We adhere to the high standard of industry regulations and Compliance rules to ensure the clients’ best interests always comes first.
We offer a full range of Investment Funds and insurance products giving us the capacity to find the right fit meeting the clients’ financial and insurance needs.
We take the confusion out of it and explain it in simple to understand terms.
Mutual Funds Provided Through FundEX Investments Inc.
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We serve individuals, families and businesses in the Niagara Falls area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis: