Take a moment to picture your financial future. Do you know what to do to get there right now?
Our specialties are Insurance Planning and Business Planning. 80% of our clients are either retired or will be within 20 years. They are individuals just like you. They have worked hard and:
Have acquired portfolios in excess of $250,000
Wish to distribute their estate in a planned tax-effective manner to the benefit of their heirs
Would rather enjoy retirement (grandkids, travel, golf, etc.) than spend that precious time watching markets
Please review the information in this site and contact us with any questions regarding the concepts or products you see here, or to discuss how we can help you meet your financial objectives.
email@example.com | Phone: 905-812-3297
Jody has spent his entire career in the financial services industry. He earned his Bachelor of Arts at McMaster University in 1998 and has gained extensive wealth management experience since that time. For seventeen years, Jody has been assessing and implementing asset and insurance strategies, developing particular expertise supporting affluent clients. The basis for his success has been an incredibly strong client-focused service, which involves providing advice that is tailored to the specific needs of each client.
To better serve his more mature clients, Jody worked towards and attained the EPC (Elder Planning council) designation in 2014.
Jody is committed to being involved in his community, and has served several terms as a volunteer on the sub-financial committee for the Canadian Physiotherapy Foundation.
Outside of the office Jody is a dedicated husband, father of two young boys, and an avid cyclist.
Boris Aaron Guzman,
firstname.lastname@example.org | Phone: 905-567-6909
Boris Aaron Guzman is sharp young financial advisor. Boris has obtained his HBA with distinction in Economics from University of Toronto. Afterwards he continued to expand on his interest in the financial world and has since joined the Hunter-Gray Financial team as a Junior Advisor. Boris has several years of experience working with clients, and when combined with his keen eye for detail, the result is a winning formula.
When not in the office, Boris enjoys his passions of fitness, health, and music; all of which contribute to his winning mentality. Boris specializes in working with friendly and enthusiastic individuals who share his passion for life, and he enjoys serving clients at every step of their lives in order to help them achieve their financial goals.
email@example.com | Phone: 905-567-6909
Michelle Hunter was raised in Streetsville and graduated from Streetsville Secondary School.
She started her career as a customer service representative in the Banking industry here in Streetsville, and she brings an extensive knowledge of GICs, RRSPs, and Mortgage related matters to Hunter-Gray Financial.
Michelle has been awarded the Paul Harris Fellow Recognition Award on behalf of the Rotary Club International. Her extensive work in fundraising over $100,000 over the past years will benefit charities such as Easter Seals and other community projects.
firstname.lastname@example.org | Phone: 905-812-3199
Boris has been in practice since 1987. He has structured his business to support individuals, self-employed businesses and corporations - concerned about their investments, insurance and benefit plans.
He is a 25 year member of Advocis, The Financial Advisors Association of Canada. It is the largest voluntary professional membership association of financial advisors in Canada representing approximately 11,000 member in 40 Chapters.
Boris is also registered in Ontario, Alberta and British Columbia as an insurance agent, and he is able to provide life insurance and disability insurance solutions.
With over 25 years in the Financial Services industry, Boris can provide his clients with a full array of mutual funds, segregated funds, GIC's and other financial services.
email@example.com | Phone: 905-812-3297
Sue Arthurs graduated from the University of Toronto with a BSc in Psychology. She continued her education and received a computer diploma at the Honeywell Institute for Continuing Studies. Sue worked for eight years as a computer programmer/analyst at SunLife Assurance Company and CIBC.
Sue enjoys various sporting activities, including playing in a women’s flag football league in Georgetown and being the trainer for her daughter’s hockey team. Sue also does community work in connection with The Streetsville Rotary Club. In 2010 she was honoured when she received the Paul Harris Fellow Recognition Award.