Meet Our Team
For more than 20 years, Gus has been delivering sound investment advice customized to each of his client’s financial objectives and needs. Before that, Gus worked at a major trust company, where he administered self-directed group RRSPs, deferred profit sharing plans (DPSPs) and dividend reinvestment plans (DRPs).
Working closely with his clients, Gus develops comprehensive solutions covering all aspects of retirement planning and investment planning, with special attention given to the areas of risk reduction and retirement income sustainability. As well, he provides solutions for clients planning or expecting to receive an estate transfer. Gus can also address a range of risk management needs for those seeking guidance, including disability, long term care, critical illness or life insurance. Whatever their financial objectives, Gus’ clients know they can expect professional and experienced advice from him.
Over the years, Gus’ practice has grown through referrals from satisfied clients. He provides straightforward and reliable financial advice to a diverse client base of over 250 households representing a cross section of financial planning needs. Supporting Gus is a team of professionals who are committed to helping him provide complete financial planning services to clients. Clients are assured of receiving the broadest and most responsive planning information and consulting possible, no matter what their financial needs.
A graduate of York University, Gus holds a BA degree with a major in economics, and has earned the Certified Financial Planner (CFP) designation. As a CFP, Gus adheres to the internationally recognized professional standards of competence, practice and ethics required in Canada by Financial Planning Standards Council.
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Disclaimer: The information contained herein is for ON, QC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.