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Gary Sun, Financial Advisor

Financial Advisor
Gary Sun

160-96th Ave NE, Suite 207, Calgary, AB T3K 6G4opens in a new window
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Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Wealth strategies

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...

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

Send Me a Message

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Office Information

Phone

(403) 288-5370

Fax

(866) 575-6040

Office Address

160-96th Ave NE
Suite 207
Calgary, AB T3K 6G4opens in a new window

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My priorities

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Setting your path

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

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