Gary helps individuals and multi-generational families committed to their retirements overcome complexity, live comfortably, and create meaningful legacies with tax-efficient, result-based strategies for today's market.
A 20+ years veteran of the investment management industry, Gary has been with RBC PH&N Investment Counsel since 2020. Before joining RBC, he was a Vice President and Investment Counsellor at one of the world's largest banks. Gary also spent more than a decade working on the institutional side as an equity research analyst, institutional sales, and co-managed a US$3 billion public pension portfolio. He is a Chartered Financial Analyst (CFA) charterholder and holds the Chartered Investment Managers (CIM) designation, all part of his quest to help clients realize their life goals.
Gary lives in Toronto with his wife and their two children. He has a passion for basketball and in his spare time, Gary can be found playing basketball with his kids on their driveway or at a gym cheering for his son's house league team. Go Raptors Go!
