Personal Profile

Gord Ludke, FCSI               

Investment Advisor 

Gord's career has spanned 14 years as an Investment Advisor.  He focuses on the financial and investment needs of high net worth individuals, business owners, trusts and foundations. He has been awarded the designation "Fellow of the Canadian Securities Institute".  The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence.

Todd Dixon, BA (Hons.), MA, CFP

Investment Advisor

Todd began his career in the financial services industry in 2005.  He focuses on financial planning and investment strategies for business owners, professional and high net worth individuals. Todd has been awarded the internationally recognized Certified Financial Planner designation.  A CFP professional has met and must maintain rigorous ethics, competency and professional practice standards.

Kim Jones

Investment Advisor Assistant

Kim has over 28 years in the financial services industry. Has completed the Canadian Securities and the Profession Financial Planning courses. Kim assists Gord and Todd with all aspects of administration in relation to client's accounts, maintaining careful and accurate records of all client requests. Her many years in the investment industry and continuous upgrading enable her to assist clients with account inquiries and transactions.