Solutions for your future needs.

Book a meeting



Charities Gary Supports

KW Habilitation:

United Way:

The Food Bank of Waterloo Region:

World Vision:

Community Support Connections:

Habitat for Humanity:

Independent Living Centre for Waterloo Region:

Camp McGovern:

Foster Child-Plan Canada:

Canadian Food For Children:

The War Amps:

Sports and Scholarships:

Princess Margaret Foundation:

Wilfrid Laurier University:

St. Mary's Hospital:

Grand River Hospital:

Heart and Stroke Foundation:

Canadian Cancer Society:

Canadian Red Cross:

Canadian Diabetes:

Jeuvenile Diabetes:


Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.