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About Foresight Financial

Jerry Littman, CFP, CHS
Certified Financial Planner

Jerry began working in the financial services industry in 1979, and continues to build on 30 years of experience and continuing education. He completed his Certified Financial Planner (CFP) designation in 2005. Jerry has current membership in the Canadian Institute of Financial Planners (CIFP), Canadian Association of Life Underwriters (CALU), The Financial Advisors Association of Canada (Advocis), and is a lifetime member of the Million Dollar Round Table (MDRT).

In 2006, Jerry formed a partnership with his son Myron Littman, who has been an insurance advisor since 2003. In addition to a very effective business partnership with Myron, there is a dedicated team of staff whose professionalism, attention to detail, and accuracy under pressure provide consistent and effective follow-up and excellent client services.

One of Jerry’s unique strengths is building long-term relationships with his clients. He is approachable, honest and dedicated to helping his clients achieve optimal financial health. Jerry is passionate about family protection, and is equally adept and understanding of the challenges of the business owner.

Jerry and his wife, Ardella, are parents of two wonderful sons, and now the family has grown to include their wives, and six fabulous grandchildren. On a personal level, Jerry enjoys family time, traveling, music, and reading.

As a broker, Jerry is able to draw on a network of technical and underwriting specialists, and a large variety of major financial service companies, to find the right solution for his clients. As a financial planner, Jerry is able to evaluate your financial status on many levels, including risk management in the event of death, disability or a critical illness. Comprehensive analysis also includes retirement planning, business risk and protection, and tax implications. A regular review of your financial portfolio will allow you achieve your financial goals, while eliminating unforeseen risk along the way.

Myron Littman, CFP, CHS, B.Sc.
Certified Financial Planner

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Myron has been an licensed insurance advisor with Foresight Financial Services Inc. since 2003, and become an owner of the firm in 2006. He achieved the designation of Certified Financial Planner (CFP) in 2010 and and also a Certified Health Insurance Specialist (CHS) in 2011.

Myron strives to work with families and individuals to make key changes that financially protect themselves and their loved ones. He also helps business owners protect their share value and make use of tax savings in benefit programs.

Myron is happily married and the proud parent of a beautiful son and daughter. In his spare time, he enjoys family time, playing music, and winter activities.

As an independent Certified Financial Planner practitioner Myron brings together a wide range of resources and specialists to help find the correct financial solution for his clients. He listens to your goals and concerns to create a balanced financial plan so that you can improve your asset accumulation in less time, with fewer risks along the way. As a result, you can enjoy your family and other interests with security and peace of mind.

 

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