Jerry Butler successfully completed the Certified Management Accountant designation in 1986 and the Masters of Business Administration in 1991. During the 90’s; the Canadian Securities Course and the Registered Rep, licensing for Options and Derivatives, Professional Financial Planner, Financial Management Advisor were all completed. In addition, Mr. Butler became a Chartered Investment Manager (CIM qualifies Mr. Butler to be registered as a Portfolio Manager) in 2003. He is currently enrolled in the Chartered Business Valuator in the Canadian Institute of Chartered Valuator’s program.
Queenston M&A Inc. – Since middle of 2012 Queenston has become a Mergers and Acquisition Boutique specializing in valuations and transitions in the financial advice industry. Queenston is Canada’s premier firm in this space. No other company in Canada has as many comparables for effectively valuing and pricing financial planning businesses.
Queenston Consulting Inc. – QC has been involved in providing financial advice to individuals and small businesses. Including Income Tax preparation business with two store fronts and preparing in excess of 1000 returns per year (sold in 2012), Cross Border Financial Planning including contracting with a large Accounting firm preparing Canadian and US tax returns. Queenston also completes special situation projects for business clients (planning / analysis /reports).