Gary has significant years of professional experience in the financial services industry working with clients, helping families achieve the dream of home ownership and financial independence. Gary has a reputation for building strong relationships centering on integrity, transparency, and delivering client service excellence.
In addition, Gary is a Certified Financial Planner and a Life Insurance Broker with an extensive background in creating wealth and managing risk. Also, Gary is a Mortgage Agent with many years of mortgage lending experience providing a wide array of solutions for clients from working with First Time Home Buyers to experienced clients looking to Refinance, purchase a Second Home or Investment Property.
Professional services include Credit Management, Investment Planning, Income Tax Planning, Risk Management, Retirement Planning, and Estate Planning for clients in the province of Ontario.
Our process encompasses a client-centric approach to ensure planning is suited to client goals while taking into consideration their objectives, circumstances, lifestyle, and life phase.
I look forward to helping you achieve your personal, financial, and home ownership goals.