For over 20 years we have assisted private and corporate clients in creating investment portfolios to meet their long-term financial goals.
We provide a full service platform that allowes investors to take advantage of the many types of investment accounts available to Canadian and International investors.
We listen, analyze your investment objectives. Then recommend suitable investments designed to meet your goals, within your risk tolerence and comfort level. We then monitor and report on a regular basis. We pride ourselves on providing the superior service.
Our team is comprised of people with a passion for the investment business. Industrial Alliance Securities is one of the largest independant financial companies in Canada. We pride ourselves on our commitment to the highest level of ethics and integrity. We continually work to improve our industry knowledge. You can count on suitable, unbiased guidance.
Rob G. began his investment career in September, 1996 with CIBC Wood Gundy. After several years with a bank owned firm he decided it was best for his clients to operate under the independent investment dealer model. He now has the freedom to provide unbiased investment advice on a strong platform with a leading independant financial compay. His spare time is spent driving his children everywhere. Coaching youth basketball and attempting to play golf.
Donna is the most recent addition to our team, bringing years of experience and valuable insight. She began her career as an equity trader and later moved into retail advisory channels. She has had great success looking after her corporate and individual clients, and is well versed in equity and options trading. Donna was once a provincially ranked tennis player and has since translated her athletic skill set to golf.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment