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We provide a complete range of Investment and Financial Services. Whether you are investing $25 per month or your entire life savings, you deserve the highest level of customer service.

NO Advertising, NO Cold Calls - Clients Refer Clients.

We don't believe in unsolicited calls, salesmanship or hard closes. This website is as close to advertising as we get.

Virtually 100% of our business is earned through referrals from our existing clients. This site was developed in part to assist our clients in introducing their family and friends to Gary Cole Financial Management.

We have clients as far west as Sarnia, as far east as Ottawa., as far north as Wiarton and Blenheim to the south. We also manage the registered assets of numerous "snow birds" and Canadians working or living outside of Canada.

With the proper use of technology, we are confident that we can service the needs of our clients in a wide geographic area.

Book an appointment today

About Gary Cole Financial Management

We provide a complete range of Investment and Financial Services without charge. Whether you are investing $25 per month or your entire life savings, you deserve the highest level of customer service.

Learn more About Us

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Mutual Funds provided through Investia Financial Services Inc.

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