Our Team

Our Team

 

 
Gary Guthro C.A., Wealth Advisor
Gary is a Wealth Advisor with over 26 years of experience in the financial services industry.

Prior to joining Guthro Financial, Gary was chief financial officer for two publicly-traded companies. With his extensive experience in both investment and insurance advice, he serves clients who are often well-established financially in both their business and personal lives.
   
     
 
Alana Guthro B. Com (Hons)  Wealth Advisor
Alana Guthro is a principal with Guthro Financial, having graduated from McMaster University with a Bachelor of Commerce degree in 2007.  Alana joined the financial services industry in March 2008, after graduating university and completed her Certified Financial Planning degree on March 1, 2014.
 
Clients can be assured that they will benefit from her holistic approach which includes tax, estate, insurance, investment, retirement and cash management planning.
     
     
 
Evan Guthro
Evan graduated from Brock University with a Bachelor of Business Administration degree in April 2015.   Evan obtained his insurance licence in December 2015. 
 
One year later in November 2016, he also completed his Canadian Investment Funds Course.  Evan is currently a mutual fund licensed assistant supporting Gary and Alana.
 
     
 
 
Nicole Sweers,  Wealth Advisor
Nicole Sweers is a Wealth Advisor with over 12 years of experience and knowledge in the financial services industry. Prior to joining Guthro Financial she managed her own practice at one of the competitors. Nicole decided to join Guthro Financial in October 2013 because she wanted to work with a team of professionals to provide more value to her existing clients.
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. 

 

 

 

 
 
 
 
 
 
 
 
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