At Guthro Financial, we work together as a team to provide investment and insurance advice to our clients.
Working with our assistant and advisors (or team), all clients can feel confident that they have ongoing back up
support as well as a succession plan into the foreseeable future.
Gary Guthro C.A
Wealth Advisor
Gary brings to Guthro Financial over 26 years of seasoned expertise in the financial services sector. His extensive journey includes a notable tenure as Chief Financial Officer for two publicly-traded entities before his engagement with our team. Leveraging his profound knowledge in investment and insurance consulting, Gary specializes in assisting clients who have already achieved significant financial milestones in their professional and personal endeavors.
Alana Guthro
Wealth Advisor
Alana Guthro, a key principal at Guthro Financial, brings a wealth of knowledge and expertise to the firm. A proud alumnus of McMaster University, she earned her Bachelor of Commerce degree in 2007. Embarking on her professional journey in the financial services industry in March 2008, shortly after her graduation, Alana has dedicated herself to expanding her expertise. Her commitment to professional development culminated in achieving her Certified Financial Planning degree on March 1, 2014.
At Guthro Financial, clients can confidently rely on Alana’s comprehensive approach to financial planning. Her expertise encompasses a wide array of critical financial areas, including tax, estate, insurance, investment, retirement, and cash management planning. This holistic perspective ensures that all aspects of a client’s financial life are considered and integrated into a cohesive plan, tailored to meet their unique needs and goals.
Evan Guthro
Licensed Associate
Evan graduated from Brock University with a Bachelor of Business Administration degree in April 2015 and his insurance licence in December 2015.
In November 2016, Evan further solidified his expertise in the financial sector by successfully completing the Canadian Investment Funds Course, marking a significant milestone in his professional development. As a mutual fund Licensed Associate at Guthro Financial, his completion of the Canadian Investment Funds Course has endowed him with added proficiency while offering support in the management of our recommendations of mutual fund investments, enhancing the service quality provided to clients.
Evan’s role is pivotal to our team and the high standard of client service and satisfaction that Guthro Financial is known for, helping clients navigate their financial journeys with confidence and ease.