For over 15 years, Gary has been providing holistic wealth strategies to clients who entrust him with their family’s financial well-being. He is a Certified Financial Planner (CFP), Certified Health Specialist (CHS) and Chartered Life Underwriter (CLU). Gary utilizes his knowledge and experience along with the expertise of lawyers, accountants and other industry professionals when required to help clients achieve their financial and personal goals in the areas of wealth, investment tax minimization, lifestyle and estate planning. Although Gary has a diverse client base, his practice has gravitated to serve two unique segments: young families and soon-to-be retirees. Each of these groups come with their own set of financial challenges, but both appreciate his attention to detail and his ability to explain financial concepts in a way that’s easily understood.
Prior to starting his career in financial services, Gary performed analytical work in a chemistry lab and holds a Bachelor of Science degree in Chemistry from SFU. Outside of work, Gary enjoys spending time with his wife and two young daughters, trying new recipes to add to the family dinner menu and having family getaways in Hawaii.
Mutual funds and ETF’s are offered through Investia Financial Services Inc.