First Vice-President, Investment Advisor
BA, CIM, FCSImore
Toll Free: +1 (800) 267-9345
Exceptional service and investment guidance - that is our daily focus. As a family business, we're dedicated to helping our clients build their wealth for the long-term. Common needs among our clients include: retirement funding, tax efficiency, a need for their investments to generate additional monthly income to supplement their pensions, various types of insurance to protect their family, and estate planning. We have a diverse range of clients and we tailor their portfolios according to their financial objectives and risk tolerance. Some have an avid interest in stocks and want guidance for trading equities. Many prefer to invest exclusively in proven mutual funds, bonds or GICs; or a combination thereof. We are here to listen and ensure that your investment portfolios are designed to best serve you.
Meet our family:
Garry is a First Vice-President and Investment Advisor, and Fellow of the Canadian Securities Institute. An investor since 1970, he has a long-standing interest in financial planning, enjoys public speaking and has written investment columns. He has a passion for Canadians broadening their investment knowledge in order to be financially independent. As a seasoned advisor and witness to decades of market cycles, he is a wealth of information; particularly pertaining to equities.
Jon is Garry's son and has worked in the financial industry since 2004. A graduate of Queen's University, Jon is an Associate Investment Advisor with endless patience and a friendly nature. He assists our clients in navigating the markets and reaching their investment objectives - an area of life that can often seem intimidating and confusing. Jon and Garry work together to manage the clientele's portfolios and they encourage their clients to call in with questions or concerns, no matter how big or small.
Carrie is Garry's daughter and has enjoyed working with his clientele since 1996 after graduating from the University of Western Ontario. Carrie is the Investment Advisor Assistant who provides administrative support. She is bilingual, licensed and is a particular help and comfort to our clients during tax season. Her dedication is greatly appreciated by Garry, Jon and our clients.