Gustav Lundquist

EPC, CFP

Mutual fund representative 1

Financial Planner

Insurance representative 2

Investia - Fernie

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About me

Gus has been in the business for 15+ years and is a Certified Financial Planner® and Elder Planning Counselor® , dually licensed to offer both mutual funds and insurance products. With a “seek first to understand” approach to his clients’ needs, he is able to draw on his wide variety of life experience in the sales industry and as a previous mortgage broker to help his clients attain their goals in a number of ways . Also, he manages his business with a “no fees in, no fees out” approach. The benefit is that he is able to save his clients money on their fees overall. He enjoys volunteering with his church, Trinity Baptist Church, and Bibles for Missions. He also has a number of home improvement and landscaping projects around his home that he is working on. When he has some free time, he enjoys focusing on a healthy lifestyle and loves hiking and mountain biking. He is hoping to do more travelling abroad on a worldwide ticket in the future. He is a proud parent of his one and only favourite son, Jason, who is a Red Seal plumber and he happily calls Kelowna his home. He can be contacted at lundquist.gus@gmail.com. Contact meeast

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Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

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1 With Investia Financial Services Inc. 2 Financial Horizons Group

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