Email: jay.llewellyn@igprivatewealth.com

Jay Llewewllyn graduated from Carleton University in 1995 with his Bachelor of Arts in Economics. He has been involved in the financial services industry since 1997. Jay is constantly improving his financial education in order to provide clients with up to date advice and information and has obtained both the Certified Financial Planner and Chartered Life Underwriter designations. Jay joined Don Fox’s team as an Associate Consultant over 11 years ago.

Thorough and innovative, Jay meets the needs of high net worth individuals, successful professionals, business owners, and retirees. He focuses on retirement and estate planning. Through his personal commitment and dedicated professionalism, Jay has been able to build a solid base of satisfied clients. Long-term client relationships have been the result of superior consultation designed to fulfill clients’ objectives. Integrity and genuine concern are the standards by which Jay operates, he places great value on honesty and openness and displays these qualities with clients on a day to day basis.

Jay has been a board member as well as a mentor with the Big Brothers and Big Sisters of Hamilton since 1997. This year he has been working as a fundraiser as well as training to be a climber for the Climb for Cancer, which raises money for the Juravinski Cancer Centre in Hamilton.

A graduate of McMaster University followed by fifteen years of Corporate Finance experience, he was featured for four years as co-host of CHML’s “Building Futures” weekly radio talk show.  Gary also hosted programs on Cogeco television, and served as a regular Financial Planning Columnist for numerous newspaper publications throughout the GTA and Greater Hamilton Area. He is dedicated to helping clients achieve the peace of mind they deserve for financial independence and security by designing and delivering customized and comprehensive solutions.

Gary believes in two principle objectives clients have when dealing with a Certified Financial Planner professional. The first of course is concrete, tangible value in the advice and direction received. The other essential element is a deep feeling of comfort, which results from a genuine sense of caring and concern on the part of the advisor.

His financial planning process develops a comprehensive strategy which meets the long-term goals and objectives of each client.  He focuses on the end result, not the short term gain.

Phone: 905-529-7165

Fax: 905-529-2858

Toll Free: 1-800-561-0659

Email: don.foxassistant2@igprivatewealth.com

Scott Clews-Hunt joined Investors Group in April 2012, and is located at 21 King Street West, 4th Floor in Hamilton.

As a Securities Planning Specialist, Scott’s overall responsibilities are to provide product knowledge and portfolio advisory services. Scott provides support to clients through in-person advice and written commentary on stocks, bonds and investment strategies.

Scott started his career in the financial services industry in 2002. Prior to joining Investors Group, he was a trade floor support analyst with a capital markets firm in downtown Toronto. Scott also has experience as a proprietary equity trader, trading on the North American stock exchanges.

Scott received his Bachelor of Arts in Finance from Northwood University- Michigan and holds his Chartered Investment Management (CIM) designation.