Your Service Team


As our client, you will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you get the expert assistance you need when you need it.

Jeffrey S.H. Gates, BA, CIM

Investment Advisor

519-747-5369 | Email me
1-800-265-8720

For experienced investors who are now ready to enjoy the rewards of success, Jeffrey can assist you in administering your portfolio, maximizing your returns and if needed, generating income to support your lifestyle.

Jeffrey has been providing sound investment advice since 1995. Jeffrey's industry experience includes a position as National Business Development Manager with an investment advisory division of a well known wealth management firm. He then built a successful investment advisory practice with a well respected wealth management firm before joining RBC Dominion Securities in 2006. Through his work experience, Jeffrey has an extensive background in asset management, wealth management techniques, estate planning and discretionary investment management.

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Stephen Wiffen CFP, CLU, CH.F.C

Insurance Services

For investors looking to protect their lifestyle and retirement plans, Stephen ensures that all potential financial pitfalls are covered so that you may continue to reach your personal goals and objectives.