For more than twenty five years, Gary has taken a proactive, customer-first approach in the provision of financial services. His expertise in personal finance and his extensive knowledge of current investment products are your assurance of sound, solid advice and accurate administration. Having successfully completed the Canadian Investment Funds Course, the Canadian Securities Course and Hedgefunds license, Gary combines technical knowledge with practical experience and delivers an unparalleled commitment to client service.

Active in his community, Gary is a Past President of The Cambridge North Rotary Club and has received their highest honour, a Paul Harris Fellowship, in recognition of his work. He is also a former board member for the Foundation of Action Against Drugs and the Friends of the Environment Foundation and has served on numerous Boards of Directors

Gary and his staff are committed to providing solid financial advice based on proven investment principles through ongoing, proactive customer service.

Jo Ann's main function is to keep the administrative duties in check, servicing the day-to-day needs of our clients.