Jerry Mesidor

CPA-CMA Pl Fin.

RBC Wealth management

Published on 18/10/20

Jerry Mesidor is a seasoned professional in corporate finance, strategic planning and personal wealth planning. He brings over 20 years of corporate and financial services experience to his role serving high-net-worth clients in Montreal and the surrounding area. As Private Banker, he draws on his extensive experience to advice on a number of issues that affect his business owner and professional clients, including banking, lending and wealth management. As needed, he partners with specialists from across RBC to provide a complete range of complementary services, including estate and tax planning, investment management and trust services.

Jerry is also very committed to volunteering his time at various organizations, with over 5 years as a board member and fundraiser for the Soeur de Marie institute he also provides volunteer works for many orphanages around the world.

Academic background

Jerry holds Bachelors in business administration and accounting, as well as the title of CPA-CMA and financial planning designation (F. Pl.). He is fluent in French and English.

Community involvement

Jerry is also very committed to volunteering his time at various organizations, with over 5 years as a board member and fundraiser for the Soeur de Marie institute he also provides volunteer works for many orphanages around the world.

Knowledge

This life skill, with its unparalleled advantages, can be acquired through numerous methods, such as via academia and/or trials and tribulations. Each night, one must ask oneself, what have I learn today and how can I apply it tomorrow.

 

“ I would say to the next generation: the whole is more than the sum of its parts. Use us, work with us, my generation has done great things, but unfortunately they are often individual successes. Mentoring and succession planning is the key to success, we must stop working in silos.”