Gerald Flaherty Agency was established in 1955 as a life insurance
and annuity agency. The firm was purchased in 1990 by Rick Nelson
(Rick is Gerald Flaherty's step-son). The company has evolved to
also provide GIC's, funds and a focus on retirement planning. In
1991, Rick's wife Sue became the office manager for the Gerald Flaherty
Agency and in 1995, Rick's daughter Jessica began working in the
The company is an independent provider of mutual funds, labour
sponsored funds, segregated funds, GIC's, RRIF's, RRSP's, annuities,
life insurance and critical illness coverage. The firm provides
financial planning advice and specializes in retirement planning,
pension rollovers and inheritances.
The long-term goal of the firm is to continue as an independent,
family owned provider of conservative financial advice and products.
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