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.
For all Canadian business owners to have a financial strategy that integrates their business and personal wealth goals.
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.
Senior Wealth Advisor
Jaime is passionate about working with professionals, business owners and high net worth individuals who require strategic and comprehensive planning. After 10 years in financial services Jaime has a refined approach to building, protecting and preserving wealth that delivers the confidence clients desire.
Jaime is a proud philanthropist giving time to various boards and committees that support the community. She spends as much time outdoors as possible playing golf, softball, and snowboarding. Jaime is a proud mother to her two boys Jackson and Jacob that she has with her husband James.
Jordan brings an innovative approach to insurance planning and risk management. As a specialist in insurance planning, he aims to deliver the right solutions to your unique situation and needs. Insurance is a deeply personal process, so Jordan takes a client-centered approach to ensure it is a simplified and comfortable process for you.
Prior to joining Gambit Wealth Jordan worked for 6 years as a Financial Advisor at a large Canadian investment company. With his friendly, easy-going nature and knowledge of the financial industry, clients feel at ease working with Jordan and are confident in his honest advice.
Outside of being a poutine fan he is a sports fan too and is actively involved in golf, skiing, baseball, and volleyball throughout the year. Recently, Jordan and his partner, Morgan, adopted a dog named Viggo, who has taken over their hearts and home.
Managing Partner, Estates
& Tax Expert
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.
Doug is a co-founder and Managing Partner of Gambit Wealth. He is responsible for ensuring that the three pillars of operations, customer service, and advice are seamlessly integrated to provide an optimum customer experience.
Doug is a self-declared serial entrepreneur. Gambit Wealth is his fourth business, so he intimately understands the challenges and opportunities business owners experience when it comes to their wealth management and tax strategies. With his successes in the mortgage finance and financial technology industries, Doug brings a great deal of experience, skills, and a winning track record to the Gambit Wealth team.
In his spare time, you can find Doug spending time at the family cottage, supporting the Children’s Foundation of Guelph and Wellington, or guest lecturing at the University of Guelph.
Managing Partner, Chief Operating Officer
Patrique comes to us from one of the Big 5 banks where he consistently delivered exceptional financial services and advice through his team of experts.
As Gambit Wealth's Managing Partner and COO, Patrique brings over 25 years of industry expertise in financial planning, personal and business wealth management and lending. His ability to use creative thinking while approaching his client's financial needs has assisted many in surpassing their financial goals and dreams. Additionally, his passion for community has helped numerous organizations over the years and continues to be a priority for him and his family.
Patrique and his wife Linda have been married for 27 years. They reside in Guelph with their two sons Fred and Justin and their spoiled Mini Goldendoodle Moxie. In his spare time, Patrique enjoys playing golf, hockey and travelling.
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 18 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)
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.
Portfolio Manager, TCIC
Bruce is a Portfolio Manager for Terra Cotta Investment Counsel (Portfolio Manager to Gambit Wealth). For over 20 years, Bruce has held senior investment advisory positions at a number of large Canadian and American bank-owned firms. As the founder of an independent firm unfettered by bank affiliations, he was able to create and deliver a strategic vision for his clients. As a former pro-level Cross Country and Enduro motorcycle racer, Bruce continues to test his mettle in the occasional XC or motocross race and riding Adventure motorcycles across North America.
Associate Portfolio Manager, TCIC
Dave is an Associate Portfolio Manager for Terra Cotta Investment Counsel (Portfolio Manager to Gambit Wealth). With nearly 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.
Group Benefits Specialist
Charles is responsible for all aspects of employee and corporate benefits management for The Terra Cotta Financial, Gambit Wealth, and Oxygen Working Capital client group. This includes forecasting, budgeting, tax and legal compliance, and reporting of group insurance and retirement plans. He guides the analysis process, plan modelling, adjustment and implementation of new programs, and the development of risk controls to ensure the sustainability of client plans. In his spare time, Charles enjoys golf, skiing, and cooking. You may also find him jamming in the studio with his bandmates.
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.
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.
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.
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.