Our Team

Since 1989, Gus has been giving sound investment advice customized to each of his client’s needs and financial objectives.

Prior to that, Gus worked at a major trust company, where he administered self directed group RRSP’s, deferred profit sharing plans (DPSP) and dividend reinvestment plans (DRP).

Currently, Gus provides straightforward and reliable financial advice to over 300 households.

A graduate of York University, Gus holds a BA degree with a major in economics, and has completed the Canadian Securities Course, the Professional Financial Planning Course, and is a Certified Financial Planner. Gus maintains a commitment to be up-to-date and knowledgeable about the investment industry through ongoing educational programs. Gus is also licensed for life and disability insurance, allowing him to provide estate planning service.

His client base is diverse and represents a cross section of financial planning needs. Gus specializes in retirement planning and retirement income. Supporting Gus is his team, committed to providing complete and comprehensive financial planning services to clients. Clients are assured of receiving the broadest and most responsive planning information and consulting possible, whatever their financial needs.