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Financial Planning

  • • Budgeting, cash flow management, saving strategies

  • • Retirement, education, and lifestyle planning (e.g., cottage, travel, RV, home purchase decisions)

  • • Guidance on big financial decisions (lease vs buy, mortgages, etc.)
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    Estate & Tax Planning

    • • Tax planning and optimization (credits, T1 reviews, tax-efficient structures)

    • • Estate planning, will reviews, executor advisory

    • • Legacy planning and intergenerational wealth transfer
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      Investment Management

      • • RRSPs, TFSAs, non-registered portfolios

      • • Balanced, disciplined investment approach

      • • Strategies for professionals, business owners, and families to grow wealth with confidence
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        Insurance & Protection

        • • Life insurance, disability, and critical illness coverage

        • • Protecting families, businesses, and assets from the unexpected

        • • Ensuring financial security and peace of mind from generation to generation
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          Rooted in trust, clarity & family values

          More Than Wealth Management. A Partnership for Life.

          At GDLF Wealth Management we believe financial advice is about more than numbers, it’s about people, families, and futures. Founded by Gustavo de la Fuente, our firm is built on the principle that every financial plan should reflect your unique goals, values, and relationships.

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          planning

          OUR SERVICES

          We Help Guide Every Financial Decision

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          From financial and estate planning to tax strategies, investments and insurance, we provide the guidance you need to protect your family, grow your wealth, and plan for the future with confidence.

          Families & Business Owners
          808080+
          Wealth Managed
          808080M+
          Years of Experience
          8080+
          GDLF - testimonial
          I am forever impressed with the personalized, professional service and advice that Gus consistently provides.

          Whether he is advising me on my business or personal financial matters, each and every recommendation is carefully designed to suit my current situation while keeping an eye on my future needs and plans.

          Just like his LinkedIn profile picture, Gus is always smiling and engaging, making you feel like you are the most important person he will see today. He has that unique capability for explaining everything thoroughly and clearly. I never feel uncomfortable asking questions or expressing my opinion.

          I have no hesitation in recommending Gus’ services with complete trust.

          Michael N.

          Business Owner
          faq

          Frequently Asked Questions

          A financial planner helps you manage all aspects of your money from budgeting and investments to tax planning, estate planning, and insurance. At GDLF Wealth Management, we provide personalized strategies to protect your family, grow your wealth, and secure your legacy.

          Yes. Investments are only one part of your financial picture. A financial planner looks at your entire situation including cash flow, taxes, retirement, estate planning, and risk protection to ensure your money is working toward your long-term goals.

          It’s never too early to plan. Whether you’re starting a family, growing a business, or preparing for retirement, financial and estate planning helps you make confident decisions today and protect your wealth for the future.

          Tax filing is about reporting past income, while tax planning looks forward, using strategies to minimize taxes, maximize credits, and preserve wealth year after year. Our team reviews your returns and helps structure your finances to be more tax-efficient.

          The right insurance depends on your needs, goals, and financial situation. We analyze your risks and create tailored solutions, from life and disability coverage to critical illness protection, ensuring your family and business are financially secure.

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          It starts with understanding your relationship with money.

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          testimonials

          Right from the start, Gus impressed me with his professionalism and desire to make sure I had a retirement and financial plan that met my needs and goals. The level of attention that he gives his customers exceeds what I had expected, regular updates and one on one meetings is how Gus ensures that I am set up with the best financial plan for me at each stage of my life.

          Linda Q.

          Regional VP

          I have the privilege of working with many successful individuals in the field of investments and and I can unequivocally say Gus exceeds industry expectations with his service, dedication and integrity. On many occasions, I have witnessed Gus interact with his client base and see how they value his professionalism and knowledge. In addition, Gus has been recognized several times as one of the leaders in his firm and is now looked upon as a model for others. It is with great satisfaction that I recommend Gus.

          Mike B.

          Regional VP

          The finest reward for a teacher, mentor, coach is to have a protege develop into an industry leading professional of the highest caliber; one that consistently provides exceptional service and exemplary results based on quality of action and integrity of intent in everything they do. From the moment I met Gus, I perceived the core values, beliefs, attitudes, and abilities that drive one to become a shining example of what Financial Advisors are supposed to be all about; for clients, for institutions, for peers, and for elevating our occupation to true professional status. Ten years on, it is an honour and a privilege to count Mr. De La Fuente among my peers. With utmost confidence, I recommend Gus as a consummate Financial Advisor / Wealth Manager and promote him as a career leader. Rarely do I recommend someone in our profession. Over the course of 25 years, I have met very few Advisors who actually “walk the walk” rather than just “talk the talk”. In all ways, at all levels, you can trust in Gus.

          Gary H.

          Fully Retired

          Gus came highly recommended, and after working with him, I can see why. His decades of financial expertise are matched by a genuine commitment to understanding each client’s unique goals and circumstances. Warm, friendly, and always smiling, Gus makes every interaction a pleasure. His focus on long-term relationships is grounded in an unwavering commitment to integrity. With a patient and respectful approach, Gus ensures you understand your choices and feel comfortable and confident in your decisions. Each recommendation is thoughtfully customized, and his care and dedication make you feel truly valued and supported.

          Jason W.

          General Manager
          GDLF Wealth Management

          Gus de la Fuente, CLU, CEA, CHS
          Financial Planner
          Investment Representative
          Quadrus Investment Services Ltd.
          Affiliated With Canada Life

          Member of Advocis

          Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission. 

          Insurance products, including segregated fund policies are offered through GDLF Wealth Management and Investment Representatives Gustavo de la Fuente and Alina De La Fuente offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

          For the Quadrus privacy policy, click here.

          Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

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