Our Team

Our Team

Pierre Gaumond, CFP, CIM, FMA, FCSI

Investment Advisor & Financial Planner

As the Team leader with over 25 years of experience in the financial services industry, Pierre uses his solid financial background and experience to assist you and your family make your money work harder. 

While protecting your interest in an unbiased fashion, Pierre believes that personalized investment strategies supported by tailored, clear and objective financial planning will help you achieve your financial goals with complete peace of mind.

Pierre is committed to providing you with the personal attention you deserve, complete follow through with what we decide and timely follow-up.

Pierre is a graduate for the University of Ottawa and holds the Certified Financial Planning, the Chartered Investment Management and the Financial Management Advisor designations

Ahmad Bakhshai, CFA, CFP, TEP, FCSI

Wealth Advisor

Ahmad joined Pierre's team in 2018 and is a Wealth Management Professional with a decade of industry experience. Ahmad provides support to the team and takes the lead on all financial planning issues for our clients. Prior to joining the team, he was the Director of Wealth Planning at BMO Private Wealth for the region, where as a technical specialist, he exclusively advised High Net Worth and Ultra High Net Worth families and business owners on complex planning solutions.

Ahmad has a B.Comm with Honours from Queen’s University, he is a CFA® Charterholder, and he holds the CFP, TEP, CLU, and FCSI designations as well.

Gina Davis

Investment Representative

Gina has been working in the financial services industry for over 20 years in a variety of capacities. Her work ethic and experience allow her to provide clients with best-of-class information and support.

Laura Fortune

Investment Representative

Laura has over 15 years of customer service and business experience and has been working in the financial services sector since 2013. Laura provides administrative support to the team on a day to day basis.

Her work ethic and experience allows her to provide clients and the team with best-of-class information and support.
 
Laura is a licensed assistant and completed her diploma in Small and Medium Enterprise Management from Algonquin College in 2013.