Our Team

Gary has been assisting clients with their financial needs since 1986. His proudest accomplishments are his long-term relationships with his clients. Gary has built his financial planning practice on such principles as trust, sincerity, integrity, honesty and providing superior client service. Gary enjoys family life, residing in Dartmouth with his wife Joan. He has three grown sons; Ryan, Matthew, and Stewart. Gary graduated from Acadia University in 1981 and worked with a major Chartered Bank for five years. He received his CERTIFIED FINANCIAL PLANNER and Registered Financial Planner designations in 1991.

Gary specializes in the following areas:

• Retirement and Estate Planning
• Wealth Creation and Preservation
• Investment Planning and Strategies

Gary provides a comprehensive written financial plan based on achieving client-specific financial goals. He identifies opportunities for clients and ensures all areas of their financial circumstances are analyzed including Wills and Life Insurance. Gary also provides the following services:

• Regular meetings to keep each client informed
• Special client appreciation events
• Seminars catered to client interests and topics of Financial nature
• Regular letters and statements to keep clients up-to-date and informed on new and current issues including market conditions.

Gary dedicates himself to all clients and is concerned about their individual financial well being. His goal is for each client to experience peace of mind and know that they have a sound financial plan.

Insurance products available through Fortune-Formula Wealth Management Services Inc.

Stewart follows a process-based approach when working with his clients to ensure that all aspects of their financial situation are considered, providing a comprehensive written financial plan based on achieving client-specific goals.

Stewart works with young professionals who are committed to achieving their goals and building their future wealth. His goal is to allow his clients to be able to focus on doing what they do best every day in their personal lives and career, knowing he is there to oversee their financial affairs and to provide guidance and unbiased advice.

He also works with those who are preparing for their retirement or are already retired. He takes pride in allowing retirees to enjoy their post-working years while experiencing peace of mind that he and his team are there to help protect their nest egg, minimize their taxes, and transfer their estate efficiently.

Stewart lives in Dartmouth, Nova Scotia, with his partner, Katherine. When he's not advising clients, you can find him on the golf course, watching hockey, reading a good book or spending time at the family cottage.

Chelsey is a graduate of Acadia University and has been with Investment Planning Counsel since 2019. Throughout her career, she has accumulated extensive industry knowledge, enabling her to offer valuable guidance and support to clients. She is dedicated to delivering exceptional service, ensuring every client receives a personalized and positive experience.

Chelsey resides in Dartmouth, Nova Scotia with her partner Shawn and their dog Eevee. In her free time, she enjoys hiking, cooking and spending quality time with family and friends.
 

Karen joined the Fortune Team in 2021 and brings with her a wealth of industry experience, spanning more than 30 years, working with the big 5 banks and in wealth management. Karen’s main goal is providing superior client service and ensuring an excellent client experience. Karen believes in the value of comprehensive financial planning and advice and provides administrative support to the Advisors.  During her time off, Karen enjoys spending time with family and friends.