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Gerry Barton

Gerry Barton

Client Experience Coordinator

Gerry has been in the financial services industry since 1983. Gerry joined the Beaches Group in 2015, three years before they joined Bellwether in 2018. In the past, Gerry as worked at a large IIROC investment firm as a Licensed Sales Assistant; a Branch Administrator, Assistant to Vice President of a boutique investment firm; and, as a Trader for a Portfolio Manager. She has completed the Canadian Securities Course, Canadian Investment Finance I and II, Branch Managers Course, Options Supervisory Course and Chief Compliance Officers Qualifying Exam.

Gerry is passionate about providing the best service she can to our clientele, and constantly strives to improve the service they experience. In her spare time, Gerry is very active; she is a member of a road bike cycling club in her area and enjoys CrossFit.

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  • gerry.barton@bellvest.ca

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