Find a CEA

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.

Aaron Spink is the Vice President & Market
Manager for TD Private Wealth Management in Edmonton.  He leads a team of Wealth Advisors, Senior Private Bankers, and
Wealth Professionals, providing exceptional customer service and
financial advice to our high value clients. Aaron has worked with
TD Bank since 2005, across Edmonton & Calgary, and his previous roles have
included Branch Manager, Finance Analyst, and multiple Financial Advisor
roles.  Aaron is a BSc in Electrical Engineering and a BComm in
Finance.  He is a designated Professional Financial Planner.

I am a born and raised Calgarian with strong roots in both Calgary and Banff. I am very proud of my family who instilled the value of "if you are going to do something do it right, and put in 100% effort".

This core belief has helped me in many aspects of my life and is what I believe to be my biggest strength for being able to achieve my goals as an Edward Jones advisor. My primary goal is to be an integral part of my client’s lives and to be a trusted resource to help them achieve their goals, whether it be sending a child to university, buying a new home, or a dream vacation and of course living their best retirement life. I am always excited to watch as my clients achieve a milestone which they may have thought previously unattainable.

My move to the Edward Jones team has been the best thing I have done for my clients in order to better serve them towards reaching their financial dreams. With my Branch Office Administrator, Meeka Haller, our goal is to provide the highest level of service possible, by being available to meet or answer questions in a timely manner. It is our mission to have a positive impact and deepen the relationships with our clients at every opportunity.

My team and I look at each investor’s needs and develop unique and proven strategies to meet those needs. We strive to keep everyone on track by partnering with our clients, listening to them and monitoring their investments for maximum success.

On a personal note, I am married to the most amazing person I know. We love to travel and see and experience different places to appreciate the beauty and differences all over the world. I like to get out and golf as much as possible although practice does not always make perfect! When on the golf course, I can enjoy the beauty of the area which I call home, and allows me to spend quality time with friends and family.

I love working on puzzles, putting the pieces together to achieve a spectacular, sometimes surprising result is truly rewarding. I use this approach when I am working with my client’s finances….it is just like a puzzle, each piece needs to be analyzed and put together slowly to achieve the best result.

Another passion of mine is helping people, this passion naturally guided me into my specialty with Estates and Trusts.  Helping a client plan and navigate through such a difficult time in their lives is truly rewarding.  This may be through a variety of ways such as Executor Support Services and Professional Executor Services..

Outside of the office I volunteer on several committees within the wonderful community of Guelph, as well as can always be found at local parks walking my Labrador Retriever (or he is walking me!)

Professional office with two Financial Planners (Qualified Associate Financial Planner, and Certified Financial Planner) and three Administrative Assistants. We specialize in retirement income cash flow planning, taking inflation and taxes into account. Then, on your income plan, we add investment management as well as legacy and estate planning. Please visit our office website to watch the introductory video.

A Financial Advisor and independent owner of 3 Co-operators Insurance locations I provide a holistic view of a clients Financial and Risk Managment plan. Although providing property and casualty insurance is a significant part of our business I focus mainly on wealth and estate planning for business owner and farm families. 

I, Glenn Stewart now offer Retirement Planning,
Insurance and Executor Advice to clients. I develop each clients' individual
needs and help them in choosing unique services to assist them in attaining their
goals. So, whether you're seeking Tax Savings, Estate Equalization Advice, Insurance
or Financial Advice, I am here to help YOU. I take an open approach to your
financial health by using my forty plus years of business and insurance expertise
to best meet your individual requirements. Note, as an advisor I am not limited
to any one line of products and not tied to any specific company. I offer
products that suit the clients’ stage in life to help them achieve their
financial goals and dreams.

      Certified Health Insurance Specialist
(CHS™)

      Certified
Executor Advisor (CEA)

      Chartered
Insurance Professional (CIP)

      Canadian
Risk Manager (CRM)