Guthro Financial – Plan for Tomorrow, Live for today

financial advice you can trust

PLAN FOR TOMORROW, LIVE FOR TODAY

Over 25 years of experience

Discover the Benefits
of Guthro Financial

At Guthro Financial, we believe in providing comprehensive and personalized financial planning services to help you achieve your financial goals. Our team of experts has years of experience in the industry and can guide you through every step of the process, from retirement planning to investment strategies and more. Partner with us today and experience the peace of mind that comes with financial stability.

Our Process is Comprehensive

Investment Planning

Our investment planning services encompass a range of strategies and solutions tailored to help individuals and families achieve their financial goals.

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Retirement
Planning

We can determine how much money you will need to retire comfortabley and strategize a plan to help you reach your retirement goals.

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Estate
Planning

Manage your assets and ensure your legacy is secured through thoughtful distribution, preservation, legal measures, and family protection.

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Insurance
Solutions

Comprehensive policies designed to meet your specific needs, it ensures security and grants peace of mind, allowing you to focus on what truly matters in life.

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What we really like about Gary is his welcoming office, great coffee and his honest and caring approach to our financial situation. We trust him implicitly with our finances and he is very patient with our concerns and questions. He keeps us abreast of our present and future estate goals. There is ongoing communication and we like the fact we can relax and allow Gary to do the worrying! Thank you Gary

Brian and Gail

My husband and I have been clients of Gary for 6 years. Over the previous 15 years, we tried various agencies and advisors and had never received the service like we do now. Gary is pro active, notifies us when it is time for reviews or when he thinks we might be concerned about market trends. We consider ourselves fortunate to have found his services - he goes above and beyond what

Frank and Joy Sniderhan

I was about to turn 50 and had the option to commute my OMER’s pension plan. I met with Gary, as well as two other advisors from major investment firms. Gary was the only advisor to determine my risk tolerance, as well as inquire about my retirement goals and the type of investments I would be comfortable with. In addition, he listed the pros and cons of commuting my pension versus leaving it in the plan. I was able to make an informed decision and have invested my retirement plan with Gary

Bob Male

Alana reviewed my family health care insurance and recommended changes which saved me well over 50% in premiums and provided the coverage that was more inline with my family's needs. If you are looking for an insurance agent that works for you to help you find the right insurance for your needs then Alana is the right person for you!! I highly recommend Alana for going above and beyond what I thought an insurance agent would do. Thank you Alana!"

Mike Draper

http://growthadvisors.com

Mike Draper

http://growthadvisors.com

Alana is super friendly, attentive to detail and is always available for any question thrown at her. It is a pleasure to call her my Insurance Broker and I highly recommend anyone to use her services! Thank you Alana for all your great enthusiasm!

Melissa Thompson RMT

http://www.melissathompsonrmt.ca

As the Senior Finance Manager of a rapidly growing private company, I don’t have much time to oversee my own investments. I wanted to know where I stood financially. A thorough review by Gary helped me diversify my investments and do some estate planning, as well as integrating my company benefits with personal life insurance and critical illness.

Dave Allen

Tax Savings Strategies For Business Owners

Alana Guthro Carter, CFP, CHS
Financial Advisor & Insurance Specialist
Guthro Financial Inc.

Shawn Redford, B. Comm (Hons)
Senior Director, Business Development
SSQ Insurance

Learn about common issues that business owners are faced with particularly with Tax Planning in today’s market.