Repeated Financial Planner of the Year Award Through his consistent effort and reputation for outstanding service, Gus has built a solid client base and expanded his business through referrals from satisfied clients and other professionals. Gus helps people make smart choices with their money through wise planning. He is committed to the creation of their financial security so that they can live their dreams. Gus meets the needs of high net-worth individuals, successful professionals, business owners, retirees and all those who are serious about their financial future. He focuses on estate, retirement, investment and tax planning. Extensive background and knowledge in these fields allow Gus to provide outstanding service to his clients. Gus is an active member of his church and resides with his wife in Niagara-on-the-Lake, Ontario.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.