InsuranceWebX Mentor Center
Top Leadership Speakers
Jerry Butler MBA CFP CIM CBV (in progress) has been in the financial services industry for 25 years as an accountant, investment broker and financial planner. Jerry started Queenston in 2012 working with financial advice businesses to do valuations, consulting, dealer to dealer transitions and mergers & acquisitions. Queenston has valued and transitioned over $125 million in value and $5 billion in AUM. In addition, Queenston has worked with advisors and dealers on Succession and Exit Planning. Mr. Butler has consulted with advisors and done presentations all over Canada. Queenston has become an expert in the value of the different business models and an expert on increasing the value of a financial advisor’s business.