Who We Are
Gateway Retirement and Estate Planners is comprised of two companies.  Gateway Capital Growth Inc. is our mutual fund dealership offering a wide range of investment products.  Gateway Insurance Services Inc. is our insurance division providing life and disability insurance as well as guaranteed investments.  

Our Philosophy
We will provide retirement and estate planning delivered with integrity, creativity and innovation.  We will enhance the financial circumstances of our clients by offering customized solutions.  We will ensure that our plans offer peace of mind.  We will build trusting relationships and provide service consistently.

Our Values
INTEGRITY
Our business is conducted at the highest level of ethical behaviour.  We honour our commitments every time.  We keep our promises.  Our personal actions define our reputation and we must always be worthy of the trust of our clients.

QUALITY
We are dedicated to continuous improvement and education.  We will always strive to find better ways to deliver our products and services.  Quality is the job of every individual within Gateway.

SERVICE
We form enduring relationships with our clients by understanding and anticipating their needs and by exceeding their expectations every time.  There is no individual within Gateway whose efforts are not directly linked to client service.

What We Do
We are a gateway to retirement
Our advisors will work with you to develop a road map that will assist you in achieving your goals and dreams. A financial plan incorporates investment and insurance products, which are chosen specifically for you. Our advisors will discuss a full range of products and services which may become part of your financial portfolio including:

• Mutual Funds
• Segregated Funds
• Life Insurance
• Disability and Group Insurance
• GICs
• Registered Education Savings Plans
• Registered Retirement Savings Plans
• RIFs, LIFs and LIRAs
• Tax Free Savings Accounts

We are a gateway to estate preservation
Your retirement plan should be to accumulate substantial savings so that you can live comfortably,  and free of financial worries. However, when you die, your investments will probably be subject to income tax—which may considerably reduce the value of your estate.  You would like to ensure your spouse and your heirs benefit from these savings so that they can maintain their current standard of living.  Gateway and our network of experienced professionals will assist you by providing quality:

• Tax Planning
• Estate Planning

We are a gateway to peace of mind investing
Financial planning should bring you comfort and peace of mind.  Your road map will be designed to ensure your needs and the needs of your loved ones are met through every stage of life. Our commitment to you is that we will always:

• understand your short and long term financial needs;
• provide individual, well researched advice;
• offer a comprehensive range of quality products and services;