about
With over 30 years' management and financial experience, we genuinely care about our clients and their goals, with proven success in leading change. Constantly championing an engaging, high-performing, values-based workplace environment that delivers powerful results. Continuously striving to reach innovative and entrepreneurial solutions to complex problems.
Gerald W Whiteside
President & CEO
Dragonstone Wealth Inc. is an independent, licensed insurance broker, offering financial and life based products from Canada’s largest insurance companies, founded on the belief that clients are best served by professional, unbiased guidance. Our unique, client-focused approach, delivers a comprehensive suite of creative solutions tailored to the individual needs of all Canadians from corporate executives, owner-managers of closely held businesses, Canadians looking for an early wealthy retirement, to seniors drawing retirement income. We also maintain strategic alliances with a network of highly-skilled accountants, lawyers, health professionals and other professional advisors.
As the President of Dragonstone Wealth Inc., licensed both individual and corporately, Dragonstone Wealth Inc. is focusing on becoming one of Canada’s leading producer of high growth insurance based products for Canadians. This is driven by our social responsibility to the communities in which we operate, and how we embrace our role as an emerging corporate citizen in Canada. Our services reflect our responsibilities.
At Dragonstone Wealth Inc., we have created an environment where ideas are given the opportunity to realize their full potential. We operate in an open and collaborative work environment that places a high value on innovation and motivation. Our team members share a common goal which is to do better for all our clients.
Guided by Dragonstone Wealth Inc.’s mission, vision and core values, fiduciary responsibility, teamwork and client service, the President will enable the Company to accomplish its goals in a compliant manner. Responsibility, among other things, for providing strategic direction and guidance in all relevant matters for the company.
The President will provide sound business judgement, practical analysis and advice. In addition, the President will provide strong interpersonal communication and presentation skills with unquestionable integrity, to all Dragonstone Wealth Inc. clients, their family members and their heirs.