Our Team

Since 1989, Gus has been delivering sound investment advice customized to each of his client’s financial objectives and needs. Prior to beginning his practice, Gus worked at a major trust company, where he administered self-directed group RRSPs, deferred profit sharing plans (DPSPs) and dividend reinvestment plans (DRPs).

Working closely with his clients, Gus develops comprehensive strategies covering all aspects of retirement planning and investment planning, with special attention given to the areas of risk reduction and retirement income sustainability. As well, he provides solutions for clients planning or expecting to receive an estate transfer. Gus offers Private Wealth Investment options as well as an expansive array of investment solutions. Gus can also address a range of risk management needs for those seeking guidance, including disability, long term care, critical illness or life insurance. Whatever their financial objectives, Gus’ clients know they can expect professional and experienced advice from him.

Over the years, Gus’ practice has grown through referrals from satisfied clients. He provides straightforward and reliable financial advice to a diverse client base of over 250 households representing a cross section of financial planning needs. Supporting Gus is a team of professionals who are committed to helping him provide complete financial planning services to clients. Clients are assured of receiving the broadest and most responsive planning information and consulting possible, no matter what their financial needs.

A graduate of York University, Gus holds a BA degree with a major in economics, and has earned the Certified Financial Planner designation. As a CFP ® professional, Gus adheres to the internationally recognized professional standards of competence, practice and ethics required in Canada by Financial Planning Standards Council.

Insurance products available through Gus Gianias.

Rita is an administrative assistant within our branch. Her primary responsibilities are reception, administrative processing, database management, and client communication coordinator.

This involves form completion and processing, responding to account inquiries, updating client records on our system, coordinating mailings to our clients, answering incoming calls, and receiving clients when they arrive at our office.

Rita has extensive experience from having worked in the Commercial Banking division with one of the major Canadian banks. She is bilingual and speaks both English and Italian.

John Soutsos is one of IPC's most senior Investment Advisors with over 34 years of experience. John has been providing professional advice since 1986 and his team serves a select number of high net worth families. He graduated from York University in 1985 with a Bachelor of Arts, majoring in Economics. He worked with a major Canadian bank for two years prior to opening his practice.

John's extensive knowledge base and dynamic personality have landed him on several radio programs. John will work as your personal “Financial Quarterback” to help you make intelligent decisions about money. His exceptional knowledge of economic and market history and investor psychology make him uniquely qualified to serve the most discriminating clients.

With his CIM accreditation, John specializes in Private Client Wealth Management solutions for those within 10 years of retirement, as well as those already retired.  A typical person seeking John’s guidance is somebody who has accumulated a portfolio of over $500,000 and wants a more personal, sophisticated, and comprehensive approach, than what is typically offered at banks and other financial planning firms. Among John’s client base are medical professionals, pharmacists, business owners, widows, lawyers, and accountants.

John also works with clients to create Estate Plans for the efficient transfer of wealth to the next generation. In addition, he reviews insurance needs in the area of Life, Disability, Mortgage, Critical Illness, Long-Term Care, as well as Travel Insurance.

His personable and caring manner has especially endeared him to retirees and widows. Simplifying financial matters and putting them into perspective is a quality that is highly regarded by those left alone after a spouse’s death or divorce. Extensive, regular, and timely communications, including the use of Webcasts and Conference Calls, as well as a defined process for decision-making, will provide you with the financial peace of mind you deserve.

The perspective that only experience can offer is the most valuable asset that he can provide clients in guiding them through to obtain both their short and long-term financial goals

Insurance products available through John Soutsos

Alexander joined the Med-Wealth Financial Services team in the summer of 2022. Prior to joining Med-Wealth, he worked as a Senior Management Consultant at KPMG, servicing clients across a variety of industries, including environmental services, retail and healthcare. Alexander’s past experience also includes time at CI Financial as well as boutique investment bank, Oak Hill Financial. Alexander’s keen analytical skills are being used to assist John Soutsos, Portfolio Manager of Med-Wealth Financial Services, in both analyzing prospective client portfolios and in expanding the business. He also provides John Soutsos with a succession plan for the future.

Aside from attaining all the securities industry academic credentials, he has completed Level 1 of the CFA program. Alexander’s academic credentials include receiving his Master of Business Administration from the Rotman School of Management (graduated in 2020 as a member of the Dean’s List, Bregman Scholar) and Bachelor of Commerce from the University of Toronto (graduated in 2014 with distinction). Alexander is a St. Michael’s College School alumnus and a former Provincial Junior A hockey player.