Jerry Butler

Founder and President, Queenston Consulting

Jerry has over 25 years of experience in the Financial Services sector including 20 years as a Financial Planner. He has worked on both MFDA and IIROC Platforms as an advisor and a manager.

Jerry has successfully completed the following:

  • Certified Management Account
  • Master of Business Administration
  • Certified Financial Planner
  • Financial Management Advisor
  • Fellow of The Canadian Securities Institute
  • Certified Investment Manager

 

About Queenston Consulting

Queenston is the leading Canadian company specializing in business valuations of the financial product distribution industry. There are three basic services that result from our experience and knowledge of valuations:

Business Valuations – Queenston has a proprietary process to value businesses in our sector.

Consulting Projects – Queenston uses our experience of valuations and knowing the value drivers of successful businesses in our industry. We work with our clients in identifying the areas that can increase their businesses value. This could be developing a business plan and/or marketing plan designed to increase the value. In addition, we will do a Continuation Plan and/or Succession Plan in conjunction with an effective Exit Strategy.

Mergers and Acquisitions – Queenston has done more deals in the micro-cap area of the financial product distribution industry than anyone in Canada. We know what businesses buy/ sell/merge for in Canada. We will work with clients to initiate these transitions. Our experience in this sector is unparalleled.

Jerry has over 25 years of experience in the Financial Services sector including 20 years as a Financial Planner. He has worked on both MFDA and IIROC Platforms as an advisor and a manager.

Jerry has successfully completed the following:

  • Certified Management Account
  • Master of Business Administration
  • Certified Financial Planner
  • Financial Management Advisor
  • Fellow of The Canadian Securities Institute
  • Certified Investment Manager

 

About Queenston Consulting

Queenston is the leading Canadian company specializing in business valuations of the financial product distribution industry. There are three basic services that result from our experience and knowledge of valuations:

Business Valuations – Queenston has a proprietary process to value businesses in our sector.

Consulting Projects – Queenston uses our experience of valuations and knowing the value drivers of successful businesses in our industry. We work with our clients in identifying the areas that can increase their businesses value. This could be developing a business plan and/or marketing plan designed to increase the value. In addition, we will do a Continuation Plan and/or Succession Plan in conjunction with an effective Exit Strategy.

Mergers and Acquisitions – Queenston has done more deals in the micro-cap area of the financial product distribution industry than anyone in Canada. We know what businesses buy/ sell/merge for in Canada. We will work with clients to initiate these transitions. Our experience in this sector is unparalleled.