Backed by more than 25 years of experience, including such roles as Senior Financial Planner and Investment and Retirement Planner, Gemma remains committed to helping clients reach their financial goals. Since moving to Canada from Mexico in 2000, Gemma has built a career in financial services driven by a passion to help build, protect and grow each client’s wealth.
Drawing on her expert knowledge and credentials, Gemma builds personalized portfolios with efficient asset allocations based on each client's time frame and retirement goals. By taking advantage of both down and up markets, she has helped clients grow their retirement funds professionally and efficiently. Gemma believes that, whether you're an individual or a business owner, your money deserves strategy, leadership, and vision.
A big believer in lifelong learning, Gemma holds a Bachelor of Business Administration, Finance, from the Universidad Panamericana. She has also earned the Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and Personal Financial Planner (PFP) designations.
Away from work, Gemma enjoys spending time with her six sons, and supporting them as they play hockey and tennis. She also stays active herself playing club tennis and golf.
