About Us
Gary Cole - Financial Advisor, Life Insurance Advisor, Responsible Investment Specialist (RIS)
For more than forty-seven years, Gary has taken a proactive, customer-first approach in the provision of Financial Services. After attending Wilfrid Laurier University, Gary’s 20-year financial institution career started with Household Finance Corp. and Trans Canada Credit followed by management positions with Canada Permanent Trust and Canada Trust. In 1997 Gary started Gary Cole Financial Services which was rebranded to Gary Cole Financial Management (GCFM) in 2012.
Having successfully completed the Canadian Investment Funds Course, the Canadian Securities Course, the Canadian Insurance Course Full LLQP and the Hedge Funds License, and attaining the Responsible Investment Specialist certification, Gary combines technical knowledge with practical experience and delivers an unparalleled commitment to client service. Gary’s expertise in personal finance and his extensive practical experience and knowledge allow him to craft appropriate investment portfolios for any client.
Active in his community, Gary is a past president of the Cambridge North Rotary Club and has received Rotary’s highest honour, a Paul Harris Fellowship, in recognition of his work. He is also a former board member for the Foundation of Action against Drugs and the Friends of the Environment Foundation and has served on numerous Boards of Directors. Gary and his staff are committed to providing solid financial advice based on proven investment principles through ongoing, proactive customer service.
Michael Papotto – Financial Advisor, Responsible Investment Specialist (RIS)
Mike is 46 years old, married to Jaideep (J.D.) with two young children Maya age 10 and AJ age 8.
Mike has over 24 years of experience in the financial industry working himself up from the mailroom to become V.P. Sales for IA Clarington (the fund company arm of Investia – my Dealer) - 8 years as my representative for that company.
He has a wealth of experience and is very familiar with my business, my process, the products I use and has met many of you at my client events.
Mike earned his Canadian Securities Course (CSC), Investment Funds Institute of Canada (IFIC) mutual fund license, Responsible Investment Specialist (RIS) designation and Exempt Market Product accreditation, and is presently completing the Canadian Insurance Course (Full LLQP) to be able to administer your Life and Living Benefit needs.
Mike will assist in assuring that your financial needs and goals are achieved, working to eventually take over the business when I step back to a Senior Advisory role in the future.
Rita Stanley - Client Service Coordinator
Rita brings an enthusiastic, friendly and attentive attitude to all things administrative. She has been Gary’s neighbour and friend for close to 25 years and became part of the GCFM team (of 2) in 2012. Rita has had a varied career which includes administrative positions in industry and a law office as well as “Domestic Engineer” and stay-at-home Mom. Rita is the backbone of our operation and is most often the initial contact for clients.
