Since 1994, Gary has been helping clients turn common sense into common practice in the world of financial planning. He uses a conservative approach to wealth management while emphasizing on tax-saving strategies. He obtained his Financial Planner designation in 1999. He is now one of the longest-serving advisors in the West Island office in Montreal. Gary has earned several accolades from IG over the years, including the prestigious President’s Academy (top 50 consultants based on new business) and President’s Council (next 72 consultants based on new business). On the personal side, Gary and his wife Anna have three lovely children, Erica, Michael and Justin. His hobbies include travel and hockey. Gary is a member of the Institut québécois de planification financière.

 

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John’s role is to enhance the client experience by meeting clients and following through on the execution of their financial plan. This includes the preparation of written retirement plans to remove some of the uncertainty many clients have heading into retirement. A well-rounded member of the team, he is also kept busy at home with his wife and four children.  

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Vanessa helps keep things running efficiently on the team, and she is responsible for client communications and replying to any questions or requests clients should have. Vanessa enjoys family time with her husband Jared and their two young boys Evan and Tyson, as well as the outdoors. 

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Alex’s chief function is the processing of client trades and transactions. She is the “Quality Control” professional to ensure all clients’ instructions are processed accurately and on a timely basis. Alex enjoys spending time with her husband Ryan and two children Matteo and Cataleya. She enjoys playing sports with them, and fishing is her favorite hobby.

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