Gina graduated with a Bachelor’s degree in Commerce from McMaster University and is a CERTIFIED FINANCIAL PLANNER professional. Gina has continued her career related education in order to provide clients with up to date advice and information. Gina also holds the Chartered Investment Manager, and Chartered Life Underwriter designations.
With 32 years’ experience in financial services, Gina has built a practice that focuses on clients’ needs. Gina’s comprehensive team approach and in-depth analysis of tax, investment and estate planning ensures that the entire score of clients' financial needs are taken care of. Because your situation is often complex, Gina has access to a team of specialists through her Region Office who can provide technical advice when required.
Gina conducts herself with honesty, integrity and genuine concern for clients. She believes that building long-term client relationships is the best way to help you and your family to explore the financial options that best suit you at each stage of your life.
In addition to helping clients achieve their goals, Gina is committed to giving back to the community. Gina and her husband are active supporters of the St. Paul’s-On-The-Hill Community Food Bank, Durham Children’s Aid Foundation, Heart & Stroke Foundation Canada, Canadian Tire Jump Start and Herizon House Women’s Shelter.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
"Baking may be regarded as a science, but it's the chemistry between the ingredients and the cook that gives desserts life. Baking is done out of love, to share with family and friends, to see them smile." ~ Anna Olson
Join us to get in the holiday frame of mind by baking alongside Anna, or sitting back and taking in her tips and ideas.
If you would like to attend, please send me a message and I will provide you with the Event Registration link and the recipe cards for the event.
Dec 8, 2023 - Dec 8, 2023
Virtual, ON L1V 3P2
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW