Gerry J. Hogenhout, CGA, CFP, AMP
Gerry is a member of the Certified General Accountants Association
of Canada, an association of professional accountants who have
met the requirements of professional competency and are bound
to a uniform standard of conduct. Gerry’s background encompasses
extensive experience in public accounting including two years
with Johnson and Booth, Chartered Accountants in Orangeville,
seven years with Deloitte and Touche, Chartered Accountants in
Toronto and three years with Sidler and Company, Chartered Accountants
in Mississauga. Gerry is actively involved with the Toronto Chapter
of the Certified General Accountants Association of Ontario, which
ensures members in public practice are up-to-date on all current
personal and corporate income tax legislation. Furthermore, Gerry
is the author of numerous tax and investment editorials distributed
by various newspaper publications, as well as within the Certified
General Accountants Association of Canada.
During his years in public accounting, Gerry
observed that most Canadians use tax specialists to prepare their
personal and corporate income tax returns while using financial
planners to assist them with investment planning. Gerry concluded
that, instead of using two different companies for these interrelated
services, his clients’ overall financial situation would
be better served by having both services offered “under
one roof”. Accordingly, Gerry expanded into the area of
investment planning, became registered as a Financial Advisor
(or Certified Financial Planner) and completed the necessary educational
and training standards established by the Investment Funds Institute
of Canada, a licensing requirement governed by the Ontario Securities
Commission. In addition to this, Gerry completed the Certified
Financial Planner course and is now entitled to use the CFP designation.
To further expand the areas of service, Gerry
completed the necessary licensing and education requirements established
by the Canadian Institute of Mortgage Brokers and Lenders.
