BBA, CFP®, RFP, RRC®
CERTIFIED FINANCIAL PLANNER®
Investia Financial Services Inc.
Gary has over 30 years of experience in the Canadian Financial Planning community covering the fields of Retirement, Investment, Estate and Tax Planning and Preparation. Current professional memberships include being certified with the Financial Planning Standards Council of Canada, the Financial Advisors Association of Canada (Advocis) and the Canadian Institute of Advanced Financial Planners.
Gary was awarded the CERTIFIED FINANCIAL PLANNER®, CFP® designation in 1996. He was awarded the Registered Financial Planners RFP designation in 1991 which is the Hallmark of Canadian Financial Planning designations.
Gary has over 30 years of experience in the Canadian Financial Planning community covering the fields of Retirement, Investment, Estate and Tax Planning and Preparation. Current professional memberships include being certified with the Financial Planning Standards Council of Canada, the Financial Advisors Association of Canada (Advocis), the Canadian Institute of Advanced Financial Planners and Financial Planning Canada Inc.
HBA, B.Ed, RRC®, CFP®, RIS
CERTIFIED FINANCIAL PLANNER®
Investia Financial Services Inc.
Amanda was awarded with an Honours Bachelor of Arts as well as a Bachelor of Education from Lakehead University in 2007 then went on to teach primary school in London, England for the next 4 years. Amanda realized that her true calling was in Financial Planning and graduated from Sheridan College's post-graduate program in Financial Planning with High Honours in 2012. She was awarded the Registered Retirement Consultant designation, RRC® in 2012 and is a member of Financial Planning Canada Inc. Amanda was awarded the CERTIFIED FINANCIAL PLANNER®, CFP® designation in 2016. Her interests include running, hiking, cottaging, travelling and mountain biking.