About Us

Gerry Belec, B.A., CFP®, CLU, Ch.FC

Owner / President

Gerry is an experienced professional financial advisor who focuses on the unique financial security needs of today’s investor. He is a long-standing member of Advocis (the Financial Advisors Association of Canada) and a member of the Million Dollar Round Table (MDRT).

Gerry's true passion and main area of focus is retirement planning and income distribution. His mission is to provide clients with financial security and peace of mind while planning for and transitioning to the retirement years. He works closely with his retired and retiring clients to find the best solutions for income distribution to build a comfortable and long lasting retirement.

Gerry is the President and Owner of Belec & Company Ltd. Founded in 1999, Belec & Company Ltd is an independent and locally-owned firm based in Edmonton, Alberta.

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