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In 2001 I joined Edward Jones as a Financial Advisor, and became a Limited Partner with Edward Jones in 2007. Before Edward Jones, I graduated from Westervelt Business College and worked as a Financial Advisor at St. Willibrord Credit Union for 20 years. I attained my Certified Financial Planning® designation in 2000. I have been an active member of the community, serving as the president and vice president of the Forest Kiwanis Club from 2013-2015 and I have been an executive member for Lambton Shores Minor Hockey Association.

Our branch team includes Branch Office Administrator Terrie Core, On-call Branch Office Administrator Aprille Firth-Willemse new Financial Advisor Cristina Smits and myself. Terrie and Aprille are dedicated to providing you with the highest level of service possible and can answer any administrative questions you might have.

As your Edward Jones branch team, we believe it’s important to understand what you’re working toward; we take the time to truly listen and get to know you and then I use our established process to build personalized financial strategies to help you achieve your unique goals. Once these strategies are implemented, we maintain regular contact to inform you of any developments and address any needs or changes in your situation.

I am proud to serve a wide variety of clients with diverse goals. I work with individuals, families and businesses to address the following areas: retirement strategies, estate considerations, business owner needs, survivor and long-term care needs, life insurance needs, and education savings. In an effort to bring simplicity to my clients' lives, I assist in consolidating accounts to help them understand their investments. When a client calls our office, they reach myself, Cristina, Terrie or Aprille, not an automated service or call centre.

We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. 

SOJAN SOMAN - CEA, RRA. 

Here to serve people by Encouraging, Enabling and Empowering them with the tools and knowledge which I have in financial services. I have only four competitors - Death, Sickness, Disability and Old age, My job is to see my clients before my competitors do. 

Financial Advisor with over 22 years of industry experience. 

Purpose and Vision:

To work with ideal clients who value planning and
advice to achieve the retirement lifestyle that is most important to them by
developing a real relationship that adds value to their lives and ours. 

Barry Soper, Certified Financial Planner, and licensed financial advisor since 1998, is a seasoned professional with 25 prior years of experience in business, mortgages, real estate investment and development, giving him the depth of knowledge and life experience needed to help his clients achieve financial security - For Life.

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.