As a Senior Investment Advisor, Portfolio Manager, Senior Vice President and Branch Manager at National Bank Financial, Gary brings with him over 25 years of experience in the financial industry. Gary’s expertise covers foreign exchange, fixed income and the equity market. Over the years Gary and his team have built an excellent reputation based on the foundation of providing first class investment solutions and services to meet clients’ financial needs.
After many years of experience, Gary understands clients’ expectations from the relationship with their investment advisor and has developed a service commitment and an investment philosophy that leads to a client’s success for the long term. Gary is also amongst a rare group of advisors that is able to provide a discretionary investment management service. Gary is uniquely able to provide a truly customized portfolio, relieving clients of making all the investment decisions. Operating within defined parameters, a discretionary managed program enables clients to better utilize the professional management skill of a certified Portfolio Manager.
You are cordially invited to discover the investment services Gary and his team can offer to help you establish a worry free investment experience.