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Gary M. McKay's headshot photo

Gary M. McKay

Investment Advisor

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Teddy Cherian's headshot photo

Teddy Cherian

Administrative Assistant

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One Source for all your Wealth Management Needs

Gary takes the time to fully understand where you are today and where you want to be in the future. He creates a personalized road map and customized investment solution to achieve your lifetime goals. This will give you the confidence you need to make sound financial decisions for your family or your business.

He believes that an informed client is an empowered client. His disciplined wealth management approach empowers his clients and helps them to achieve their financial and lifestyle objectives. He does this by providing customized solutions for real-life financial problems.

Take the next step and Contact Us today.

Your dreams are unique...just as your plan should be!

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Recent Posts

The New Great Game: How the race for critical minerals is shaping tech supremacy

The New Great Game: How the race for critical minerals is shaping tech supremacy

Apr 16, 2025

Key takeaways Canada and the U.S. are each other’s largest minerals trading partner, amounting to $146 billion in bilateral trade1...

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Tariff pause: Reasons to exhale and get back to basics

Tariff pause: Reasons to exhale and get back to basics

Apr 11, 2025

We explain why the details associated with the tariff saga are less important than overall investment strategy, and why investors should think about their long-term strategic allocation as an anchor during periods of extreme volatility.

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