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Gordon Brock, B.Com., CFP, CLU, CH.F.C., CHS
905-479-7559 ext 227
Gord entered the financial services industry in 1972. Since that time he has served his clients as well as providing extensive third party estate and financial planning consultation services for high net worth individuals. Gord has also served in senior corporate management positions in the financial services industry and is an experiences moderator for the Certified Financial Planner and Chartered Life Underwriter professional designations. He has occasionally been called upon to provide expert opinions or testimony in related manners. Gord is committed to ensuring his clients’ values are fully respected as he provides tax effective strategies in helping them achieve their personal and financial goals. Gord has been married to Cathie since 1975 and his interests include family, church, golf and music.
Gordon is registered with PEAK Investment Services Inc. for the sale of Mutual Funds.
Jim Stoddard, CFP, CLU, CH.F.C.
905-479-7559 ext 229
Jim has been successfully engaged in the financial services industry since 1967. He has developed a high profile business practice providing counsel to the entrepreneur for his personal and corporate financial and risk management strategies. Over the years Jim has also developed a specialty in retirement planning for the benefit of his many clients. Jim has been married to Gail since 1967 and his interests include golfing, skiing, curling and his Nova Scotia cottage.
Jim is registered with PEAK Investment Services Inc. for the sale of Mutual Funds.
Victor Tuba, CFP
905-479-7559 ext 236
Victor has been providing his clients with quality, caring advice since 1964. He continues to service his extensive clientele in areas of retirement, financial and estate planning as well as group benefits. He prides himself in his commitment to continuous professional development for the benefit of his clients. In addition to his professional efforts, Victor spends considerable time as a Director and past Chairman with Kennedy House Youth Services Inc., one of the largest in Canada with over 100 full-time staff. Kennedy House provides accommodation and direction for troubled girls and boys. Victor has been married to Linda since 1962 and his interests include travel, antiques, gardening, tennis, real estate and fast cars.
905-479-7559 ext 286
Joshua entered the financial services industry in 2007 where he worked for a large Mutual Fund company until 2010. During that time Joshua was able to gain valuable knowledge and experience in client services and the investment industry. In 2010, he joined InvestInsure Group and worked as the Marketing Assistant to the Senior Associates and began to work with his own clients in early 2011. Joshua is dedicated to helping his client’s with their Risk and Wealth management and to achieve their financial goals. Joshua has been married to Renee since 2013 and enjoys time with his family and pets, baseball and golf.
Josh is registered with PEAK Investment Services Inc. for the sale of Mutual Funds.
Jennifer Stoddard, B.A.
905-479-7559 ext 222
As a Financial Advisor, Jennifer provides advice to individual and corporate clients to help them build wealth and manage their financial risks. Jennifer has a BA in Media from the University of Western Ontario and a diploma from the business school at Sheridan College. Prior to working in the financial industry, Jennifer worked as a Key Account Manager in the music business. Jennifer married Richard in 2004 and has a daughter. Her interests include running, travelling, and reading.