We work for your future.
We are a team of talented professionals with a wide range of skills and experience. We love what we do, and we do it with passion. We look forward to working with you.
Glenn Gaudet is an experienced and respected financial consultant. Having been interviewed for television, radio and newsprint, Glenn is well regarded for his systematic approach to helping families and business owners achieve their financial goals. He holds the highest ethical standards and has been the recipient of IG’s prestigious President’s Club Award and the T.O. Peterson Award. Glenn was also awarded the Brantford/Ancaster Financial Planner of the Year Award.
Glenn is a graduate of Brock University and has also attained the CERTIFIED FINANCIAL PLANNER, Elder Planning Counselor, Certified Professional Consultant on Aging, and the Registered Retirement Counselor designations. Glenn is active in the community and has served on the Brant Food For Thought Board of Directors for over 10 years, serving one term as President. Glenn has also coached youth sports for many years.
Julia joined IG Wealth Management in 2013. She is a graduate with Honors from Laurentian University. Julia’s mission is to build a client relationship that cultivates the highest level of trust, integrity, commitment and professionalism. She is also active in her community and coaches synchronized swimming. Julia loves summer at her family cottage in the Kawarthas.
Jacob joined Gaudet Group in after successfully completing his Bachelor of Commerce degree at the University of Toronto one year early. He specializes in building financial plans & technical investment approaches. Jacob helps bring a modern day perspective to investing and building generational wealth to our clients. In his free time, Jacob enjoys playing hockey, chess, learning new skills, and spending time with friends and family!
Tracy joined Gaudet Group Private Wealth Management in 2011. She keeps the team organized and sets the bar high for customer service by always making clients feel they come first. Tracy’s finely-tuned administrative skills keep the team on track with all accounts and communications. Tracy enjoys spending time with her family and friends, and is an avid Zumba participant.
Milka joined Gaudet Group Private Wealth Management in 2022. She has a degree in Commerce from McMaster University and many years’ experience in the financial industry. Milka’s administrative skills help keep the team on track with superior organization and communications skills. Milka enjoys traveling with her husband and spending time with family and friends.
Shelley Gaudet
Marketing Assistant
Shelley recently joined Gaudet Group Private Wealth Management as the Marketing Assistant. She has taken on the task of organizing events for our wonderful clients virtually or in-person. Shelley also initiated our instagram and Facebook presence to allow our team to increase our connection with out clients. Outside of work, Shelley is an avid fitness instructor and is always promoting a healthy lifestyle.
Sam Marchio
Wealth Specialist
Investors Group Financial Inc.
Sam is our Wealth Planning Specialist. He focuses on portfolio analysis, individual securities and market research, risk assessment, investment management, and trade advisory for high new worth clients.
Gary Smith
Regional Insurance and Estate Specialist
I.G. Insurance Services Inc.
Gary is our Regional Insurance and Estate Specialist. He specializes in supporting our client meet their risk protection needs. With over 20 years of experience at IG Wealth Management, Gary is an expert at all things insurance related!