portrait of Gary Sun

About Gary

As the saying goes, "The best time to plant a tree is 20 years ago. The second best time is now." No matter where you are in your wealth-building journey, I’m here to help you invest wisely toward financial security that carries you into and through retirement.

I'll get to know you and your goals, whether they're for the short term (like a trip back to China), the medium term (like saving for education) or the long term (like retirement). Then I can build an investment strategy strictly focused on achieving them. I am always careful to balance how to reach...

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Wealth strategies

Work History

  • Edward JonesJanuary 2024 to Current
  • IG Wealth ManagementApril 2005 to January 2024

Education

  • University of CalgaryMBA (Masters of Bus Admin)

Personal Interests

  • Tennis
  • Skiing
  • Basketball
  • Hiking
  • Reading

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Office Information

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My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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