For over 17 years, Gary has been committed to helping individuals, families and business owners build and protect their wealth.
Gary builds his long-term client relationships based on trust, expertise and care. He values every connection and relationship he makes and takes pride in ensuring a peace of mind about his clients’ investment and wealth management needs. From retirement planning to transferring wealth to the next generation, Gary draws from his extensive experience and knowledge to deliver sound advice to his clients, tailored to their unique needs.
Gary is a firm believer in ongoing professional development. After graduating from Simon Fraser University with a degree in Finance and Economics, Gary acquired the Certified Financial Planner (CFP) - the most professionally and internationally-recognized designation in Financial Planning. He has also earned the accreditation of Certified Investment Manager (CIM) which allows him to offer sophisticated investment solutions to his clients. In addition, Gary is licensed to offer his clients insurance advice through the completion of the Life License Qualification Program (LLQP).
During his spare time, Gary enjoys music, reading, cycling and spending time with his family and his two young children. He is also very passionate about motor racing and can be seen at local race tracks, volunteering as a driving instructor for one of Vancouver’s motorsports clubs.