Meet our team

Gerald has been working in the investment industry for over 25 years and brings a professional client focused approach to his wealth management process.    He specializes in building comprehensive portfolios for both individuals and corporations using disciplined risk management, tax minimization and goal-oriented solutions.  Gerald has a BA in Economics from the University of Western Ontario and holds the Certified Investment Manager and Chartered Financial Analyst Designations.  As a CFA Charter holder, he has completed the rigorous exam process and met the requirements to hold the designation.

Gwynneth is a graduate of Western University and has been in the investment industry for over 17 years. She began her career in the telecommunications industry where she held various management positions. During these years, she developed strong client relationship skills and a dedication to excellent customer service.

Gwynneth holds the position of Wealth Associate and her duties include most of our client's day-to-day needs such as sending money to your bank account, RIF payments, tax slip inquiries, and RESP questions.

Gwynneth is an elder with her church and volunteers weekly during the winter months with the Hamilton Out of the Cold program. She is married to David and they have one son, Ben, wholives in Whitehorse, Yukon with his wife, Andrea, and their son, Rowan.