Leaders in Wealth Management Solutions
With your best interests in mind and a winning team of wealth management professionals at your side, we’re ready to protect and grow your wealth.
Based out of Guelph, Ontario, and serving clients across Canada, Gambit Wealth is providing strategic wealth solutions for entrepreneurs and families.
vision
For all Canadian business owners to have a financial strategy that integrates their business and personal wealth goals.
Mission
By developing long-term relationships with business owners, we are able to personalize their financial needs providing them with unique financial strategies to reach their wealth goals.
Our Team
Patrique Gauthier, AICB
Managing Partner, Executive Financial Advisor
Patrique, a seasoned leader from a Big 5 bank, injects dynamic expertise into Gambit Wealth as Managing Partner and COO, igniting tailored financial solutions.
With more than 29 years of experience in financial planning, personal and business wealth management, and lending. His expertise in the industry is marked by a unique approach that blends creative thinking with precise financial strategies, helping clients exceed their financial aspirations. Patrique, alongside his wife Linda, who have shared 29 years of marriage, resides in Guelph with their two sons, Fred and Justin, and their beloved Mini Goldendoodle, Moxie. Outside of his professional endeavors, Patrique finds joy in playing golf, hockey, and exploring new destinations through travel.
John Hayes
Managing Partner, Tax and Estate Specialist
John Hayes is the co-founder and Managing Partner of Gambit Wealth. He is responsible for all financial and estate planning, insurance, and tax strategies, as well as capital sourcing.
Prior to joining Gambit Wealth, John spent 18 years as a Wealth Advisor at the brokerage arm of a major Canadian bank. John brings his wealth of tax knowledge from a six-year career as an auditor with the Canada Revenue Agency. That experience provided him with a deep understanding of governance as it relates to taxation rules and regulations. When not on the golf course with friends, John spends time with his beautiful wife, Heather, enjoying wine tours.
Steve Locke
Business Development Manager
Steve’s experience and passion for helping people exceed their goals, makes him a natural Business Development Manager for Gambit Wealth, where he will connect entrepreneurs and families with the team of experts in order to explore niche financial planning offerings.
Steve retired from a 30-year career at a global automotive company, where he focused on training and development, teaching the necessary skills and fundamentals for superior success. Steve and his wife Jenn, who is self-employed , have first-hand experience with Gambit Wealth and the life-changing effects their strategies have had on their financial plan through effective tax strategies, retirement and estate planning.
A trusted leader in the Guelph hockey community, Steve has coached high level hockey for over 20 years and is known for his commitment to seeing his players and families through many of life’s stages.
When Steve isn’t creating hockey drills and strategizing winning plays, he enjoys spending time with his son Tyson, step-daughter Yasmine and dogs Oakley and Lucky. Steve also enjoys playing golf and good old-fashioned game nights.
(Portfolio Managers for Gambit Wealth Inc.)
Maria Marrese
Administration, TCIC
Maria is responsible for overseeing and coordinating day-to-day operational activities to improve effectiveness, productivity, and client service.
She has held senior operational and administration roles in the banking and financial industry for over 25 years. Her experience includes managing a national money-in sales support unit for a large Canadian trust company and managing the fraud detection and anti-money laundering groups for a major Canadian bank. Most recently, Maria held a relationship management service role for a national private client investment group where she helped to create long-term value for internal and external clients. When not at work, Maria enjoys winding down with yoga and spending time outdoors.
Dave Gamble
Portfolio Manager, TCIC
Dave is an Associate Portfolio Manager for Terra Cotta Investment Counsel (Portfolio Manager to Gambit Wealth). With over 20 years of investment industry experience, Dave’s passion has been working with entrepreneurial clients who require a detailed, professional approach to wealth management. He began his career in the financial services industry, trading equities and options with a large Canadian bank-owned investment firm. When Dave is not busy researching and managing money, he enjoys spending time with his family. Dave is an avid golfer and keeps busy coaching his boys’ hockey, golf, and baseball.
Our Values
Collaboration
Financial services is a varied and complex industry. By bringing together a diverse team of like-minded financial specialists, Gambit Wealth can address their clients' many needs.
Innovation
Our approach to wealth management is to think outside of the box to find the best financial solutions for our clients. As leaders in wealth planning, we keep ahead of micro and macroeconomic issues, so you and your business keep your wealth.
Integrity
At GambitWealth, we believe that service can only occur when we make our client’s priorities our own. They never have to question whether we are acting in their best interest. We guarantee it.
Commitment
We are not just in the transactional business—we are committed to a long-term relationship with our clients and team members. Financial services are as much about creating stable relationships as it is traversing the ever-evolving financial world.