Stan Gill
Portfolio Manager
With over 30 years of experience in the financial services industry, Stan applies his extensive knowledge and training to develop sound investment strategies for successful entrepreneurs and executives. He currently manages more than $500 million of clients assets.
Stan is a graduate of Bishop's University with a degree in Business Administration – majoring in finance. He joined CIBC Wood Gundy in 1983 as an Investment Advisor. Stan is currently licensed in Quebec, Ontario, New Brunswick, Nova Scotia, Alberta, and British Columbia.
Experience has taught Stan that there is no substitute for a disciplined investment process, which focuses on long-term strategic asset allocation. By clearly understanding all of his clients' needs, he will look to reduce the risks in their current investment plans by utilizing proper asset allocation and the strength of professional money managers, which, in turn, help create diversified and personalized financial solutions.
For Stan and his team, the commitment to providing superior client service and open communication is of paramount importance. Clients can be assured their portfolios are constantly monitored and reviewed on a regular basis.
Our Team
Stan Gill
Valentino Zardo
Angela Cerasuolo
Sabrina Bandiera
Kenneth Jardin
Kenneth Rojas-Jardin
Our approach
Our approach to investment planning also extends to our distinctive approach; we are committed to building client relationships for life.
Learn MorePortfolio management
Discretionary Portfolio Management is a form of investment management where day-to-day trading decisions are transferred to a licensed Portfolio Manager.
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