GIC rates
Learn More

Gary M. McKay's headshot photo

Gary M. McKay

Investment Advisor

Phone Number905-895-4296
|
Email me

Teddy Cherian's headshot photo

Teddy Cherian

Administrative Assistant

Phone Number905-895-8301
|
Email me

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!

Learn about Who we help

Recent Posts

U.S. Recession Scorecard: Slow going

U.S. Recession Scorecard: Slow going

Jun 13, 2025

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

Read more
“Big and beautiful” or not?

“Big and beautiful” or not?

Jun 06, 2025

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

Read more

 

                                              

            Who We Are                                What We Do                                Who We Help