Find a CEA

Since 1996, I have owned a financial advisory practice providing education and empowering my clients to make smart, informed decisions about their money.

I believe that an educated client is a satisfied client and that financial success is a matter of choice, not chance.  I love to help people make informed financial choices to develop a strategic plan so that they can turn their dreams into reality.

Life changes such as divorce, death or retirement can be very stressful and the financial industry can be overwhelming and confusing.  I help people make informed decisions when it comes to taxation, savings, investments, education and estate and succession planning.  I can help to ensure your estate is well prepared.

Staying current with all aspects of investment and financial planning is very important to me.  As a testament to this I have earned my Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations to ensure I provide the highest quality of advice across a wide range of topics.

My client are always impressed with my responsiveness - to connect with me please email me at gpspangaro@ipcsecurities.com or call me at 905.469.2404.

We assist our clients in the three “W’s” of wealth:  wealth creation, wealth preservation, and intergenerational wealth transfer.

At Astoria Wealth Management, our approach is holistic, comprehensive and tailored specifically to you. We understand that your financial plan should be unique to you, your business and your life goals. As your needs grow in complexity throughout life’s different stages, we work closely alongside you and we can call on a team of outside professionals in order to assist in delivering the best possible solutions.

Second Half Solutions is a boutique financial planning firm, specializing to create client financial awareness through a transparent and accountable process. Scott Spence is the founder / principal of Second Half Solutions Ltd. Scott's diverse financial background spans decades in professional experience in accounting, institutional and personal finance and conflict resolution. Scott is an active / committed member of the community and has participated as a director of several regional non-profit organizations.

Aaron Spink is the Vice President & Market
Manager for TD Private Wealth Management in Edmonton.  He leads a team of Wealth Advisors, Senior Private Bankers, and
Wealth Professionals, providing exceptional customer service and
financial advice to our high value clients. Aaron has worked with
TD Bank since 2005, across Edmonton & Calgary, and his previous roles have
included Branch Manager, Finance Analyst, and multiple Financial Advisor
roles.  Aaron is a BSc in Electrical Engineering and a BComm in
Finance.  He is a designated Professional Financial Planner.

Our goal at ETP Canada is to help Executors administer an estate from start to finish, and provide a local, individual Executor option for clients that are looking for a qualified professional for their own estates. We offer various services such as Professional Estate Trustee Services, Executor Support and Coaching sessions, as well as POA and Estate Accounting packages.

Carley joined the ETP Canada team in early 2021 and is passionate about estate administration and helping Canadian families navigate life after death. It is very likely that when a family works with ETP Canada, they start the process with Carley, who organizes the gathering of information for the estate. Carley is also a key contact for clerks at law firms across Ontario when we prepare estate accounting statements; she helps to crunch the numbers and ensure the starting values are just right!

I love working on puzzles, putting the pieces together to achieve a spectacular, sometimes surprising result is truly rewarding. I use this approach when I am working with my client’s finances….it is just like a puzzle, each piece needs to be analyzed and put together slowly to achieve the best result.

Another passion of mine is helping people, this passion naturally guided me into my specialty with Estates and Trusts.  Helping a client plan and navigate through such a difficult time in their lives is truly rewarding.  This may be through a variety of ways such as Executor Support Services and Professional Executor Services..

Outside of the office I volunteer on several committees within the wonderful community of Guelph, as well as can always be found at local parks walking my Labrador Retriever (or he is walking me!)

Professional office with two Financial Planners (Qualified Associate Financial Planner, and Certified Financial Planner) and three Administrative Assistants. We specialize in retirement income cash flow planning, taking inflation and taxes into account. Then, on your income plan, we add investment management as well as legacy and estate planning. Please visit our office website to watch the introductory video.

A Financial Advisor and independent owner of 3 Co-operators Insurance locations I provide a holistic view of a clients Financial and Risk Managment plan. Although providing property and casualty insurance is a significant part of our business I focus mainly on wealth and estate planning for business owner and farm families. 

20+ years as an advisor focusing on inter-generational wealth transfer; protecting family businesses and farming operations.