This is Gold Leaf

Backed by decades of proven expertise and an extensive network, we take a holistic approach to service that enables our clients to live prosperously. At Gold Leaf, we know you’ve worked hard to achieve the level of success you have. We also understand that wealth is more than money—it’s what you do with it.

gold leaf

We are family

gold leaf

We Prosper Together

gold leaf

We look beyond wealth

We’re a family company in the business of helping other families succeed. We build trust through relationships, act in good faith and treat every client as an extension of our own family because we genuinely care. This approach enables us to deliver the consistent high-touch, highly personalized services that you expect and deserve.

We’re only successful if our clients are, and this philosophy drives everything we do at Gold Leaf. Inspired by ginkgo trees that symbolize prosperity, we grow with our clients, hold ourselves to the highest standards and strive to exceed expectations every step of the way. We thrive together.

At Gold Leaf, we look at the big picture to deliver long-term value. We’re focused on financial wellness, but we also know that it’s just one aspect of living a full life. With a holistic approach to service, we go above and beyond investing and become invested in all our clients’ affairs, willing to assist wherever help is needed.

gold leaf

We are family

We’re a family company in the business of helping other families succeed. We build trust through relationships, act in good faith and treat every client as an extension of our own family because we genuinely care. This approach enables us to deliver the consistent high-touch, highly personalized services that you expect and deserve.

gold leaf

We Prosper Together

We’re only successful if our clients are, and this philosophy drives everything we do at Gold Leaf. Inspired by ginkgo trees that symbolize prosperity, we grow with our clients, hold ourselves to the highest standards and strive to exceed expectations every step of the way. We thrive together.

gold leaf

We look beyond wealth

At Gold Leaf, we look at the big picture to deliver long-term value. We’re focused on financial wellness, but we also know that it’s just one aspect of living a full life. With a holistic approach to service, we go above and beyond investing and become invested in all our clients’ affairs, willing to assist wherever help is needed.

Meet The Team

Our Finance Team

Michael Di Brina

Co-Founder, President, Managing Partner

Servicing the Sudbury & Toronto Area

michael@goldleaffg.com
Bio

With 35 years of industry experience to draw on, Michael empowers clients to take control of their financial future. A desire to provide peace of mind and protect the legacy of his clients is at the forefront of his approach to business. 

Michael is a facilitator of world-class management and product development teams. His entrepreneurial achievements and dedication to clients and the community have been recognized throughout his career. In 2013 he received the Bell Excellence Award for Entrepreneur of the Year in recognition of these accomplishments. Michael is a lifetime member of the prestigious Million Dollar Round Table and qualifies annually for the Top of the Table, a level of performance reached by less than 0.5% of financial advisors worldwide. He holds the esteemed designation of Trust & Estate Practitioner (TEP), along with the highest honours and recognition that can be awarded to a Life Underwriter. Michael is internationally recognized as a leader in the industry.  

Michael is a firm believer in reinvesting in the community. He has devoted his time to many initiatives, participating on boards including the United Way, the Chamber of Commerce, the Rotary Club, Cancer Centre, St. Joseph's Villa, local hospitals, the hospice and educational institutions. 

Distinguished as an extremely visible, approachable leader in the community, Michael has earned the respect of his employees, clients and industry colleagues across Canada and abroad. 

Diego Favero

Co-Founder & Managing Partner

Servicing the Muskoka & Sudbury Area

diego@goldleaffg.com
Bio

Wealth creation and protection, retirement planning, legacy building, and strategic investment solutions are a few of the key focuses that Diego concentrates on with every client interaction. 

One of the Co-Founders and Managing Partners of Gold Leaf Financial Group, Diego is currently a credentialled Portfolio Manager and a certified Planner Professional of Gold Leaf Financial and IPC Securities.

With a knowledge base of more than 35 years of industry experience and strong integrity, Diego has redefined wealth management by understanding and appreciating each client's situation before making recommendations. He believes in educating clients and works diligently to help them develop their goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their objectives. His purpose is to build a unique experience that connects with each aspect of his clients’ lives – from wealth to family and health. Diego is also an expert in executive compensation in Group Retirement Services, ensuring that the plans work for both the employer and employees.

Diego Favero graduated from Laurentian University in 1984 with an Honours degree in Economics. Prior to joining DiBrina Sure as the Wealth Management Partner in 2001, Diego held several senior positions with one of the major banks. Born and raised in Sudbury, Diego is deeply rooted in the Sudbury community and has volunteered on a number of non-profit boards.

In addition to successfully completing his Canadian Securities Course, Wealth Management Essentials, Personal Financial Counselling and Chartered Investment Manager Designations, Diego has also been awarded the Wealth Management Advisor of the Year in 2014, 2015, 2016 and 2017 by IPC Securities. His team has also received the Wealth Builder Team of the Year every year from 2010 to 2022.

With 35 years of industry experience to draw on, Michael empowers clients to take control of their financial future. A desire to provide peace of mind and protect the legacy of his clients is at the forefront of his approach to business. 

Michael is a facilitator of world-class management and product development teams. His entrepreneurial achievements and dedication to clients and the community have been recognized throughout his career. In 2013 he received the Bell Excellence Award for Entrepreneur of the Year in recognition of these accomplishments. Michael is a lifetime member of the prestigious Million Dollar Round Table and qualifies annually for the Top of the Table, a level of performance reached by less than 0.5% of financial advisors worldwide. He holds the esteemed designation of Trust & Estate Practitioner (TEP), along with the highest honours and recognition that can be awarded to a Life Underwriter. Michael is internationally recognized as a leader in the industry.  

Michael is a firm believer in reinvesting in the community. He has devoted his time to many initiatives, participating on boards including the United Way, the Chamber of Commerce, the Rotary Club, Cancer Centre, St. Joseph's Villa, local hospitals, the hospice and educational institutions. 

Distinguished as an extremely visible, approachable leader in the community, Michael has earned the respect of his employees, clients and industry colleagues across Canada and abroad. 

Wealth creation and protection, retirement planning, legacy building, and strategic investment solutions are a few of the key focuses that Diego concentrates on with every client interaction. 

One of the Co-Founders and Managing Partners of Gold Leaf Financial Group, Diego is currently a credentialled Portfolio Manager and a certified Planner Professional of Gold Leaf Financial and IPC Securities.

With a knowledge base of more than 35 years of industry experience and strong integrity, Diego has redefined wealth management by understanding and appreciating each client's situation before making recommendations. He believes in educating clients and works diligently to help them develop their goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their objectives. His purpose is to build a unique experience that connects with each aspect of his clients’ lives – from wealth to family and health. Diego is also an expert in executive compensation in Group Retirement Services, ensuring that the plans work for both the employer and employees.

Diego Favero graduated from Laurentian University in 1984 with an Honours degree in Economics. Prior to joining DiBrina Sure as the Wealth Management Partner in 2001, Diego held several senior positions with one of the major banks. Born and raised in Sudbury, Diego is deeply rooted in the Sudbury community and has volunteered on a number of non-profit boards.

In addition to successfully completing his Canadian Securities Course, Wealth Management Essentials, Personal Financial Counselling and Chartered Investment Manager Designations, Diego has also been awarded the Wealth Management Advisor of the Year in 2014, 2015, 2016 and 2017 by IPC Securities. His team has also received the Wealth Builder Team of the Year every year from 2010 to 2022.

Rick MacKenzie

Managing Partner, Group Benefits

rick@goldleaffg.com
Bio

Rick MacKenzie is a true expert in financial services and employee compensation with two decades of experience. He is a licensed group benefit consultant, having started his journey as a Group Insurance rep and Manager with London Life and Great West Life. 

Rick's technical knowledge in group insurance and retirement plans has earned him the position of senior consultant for several large corporations and public sector organizations. Additionally, he has been an Advisor/Broker for 15 years and has been servicing clients across Northern Ontario. 

Rick is not only an accomplished professional but a respected community member who has served on multiple community boards. As a long-time Rotarian and Past President of the Rotary Club of Sudbury, Rick's dedication to serving others is truly inspiring.

If you need help with your employee benefits or group retirement needs, please feel free to contact Rick. He is always happy to assist you with any queries and offer optimal solutions.

Richard Atkinson

Senior Investment Advisor

Servicing the Toronto Area

richard@goldleaffg.com
Bio

Richard has been in the investment industry since 2009. He focuses on educating clients on investing and managing the ups and downs. Terms such as “risk” are used frequently without much context. Understanding what risk means to a client is the first step in helping build an investment portfolio. As the portfolio is not as much of an end in itself but rather more of a means to an end, the continued discussion about retirement planning helps tie everything together to make retirement years more comfortable. Learning and continually educating ourselves will lead to better decisions.
 
Understanding volatility is much more important than avoiding it. 

Rick MacKenzie is a true expert in financial services and employee compensation with two decades of experience. He is a licensed group benefit consultant, having started his journey as a Group Insurance rep and Manager with London Life and Great West Life. 

Rick's technical knowledge in group insurance and retirement plans has earned him the position of senior consultant for several large corporations and public sector organizations. Additionally, he has been an Advisor/Broker for 15 years and has been servicing clients across Northern Ontario. 

Rick is not only an accomplished professional but a respected community member who has served on multiple community boards. As a long-time Rotarian and Past President of the Rotary Club of Sudbury, Rick's dedication to serving others is truly inspiring.

If you need help with your employee benefits or group retirement needs, please feel free to contact Rick. He is always happy to assist you with any queries and offer optimal solutions.

Richard has been in the investment industry since 2009. He focuses on educating clients on investing and managing the ups and downs. Terms such as “risk” are used frequently without much context. Understanding what risk means to a client is the first step in helping build an investment portfolio. As the portfolio is not as much of an end in itself but rather more of a means to an end, the continued discussion about retirement planning helps tie everything together to make retirement years more comfortable. Learning and continually educating ourselves will lead to better decisions.
 
Understanding volatility is much more important than avoiding it. 

Ryan Hunter

Associate Portfolio Manager

ryan@goldleaffg.com
Bio

Ryan graduated from Laurentian University in 2017 with an Honours Bachelor of Commerce with a specialization in Finance and a minor in Economics. He started his career at DiBrina Group as an Associate and has since completed his Chartered Investment Manager designation, options and futures licensing courses. He is currently a CFA level three candidate. 

Ryan is a leading member of the firm’s Investment Committee and works diligently alongside the Finance Team to construct portfolios that will meet clients’ goals. Outside of the office, he is a board member for the Elizabeth Fry Society of Northeastern Ontario, an organization that advocates for women in the criminal justice system.

Chris Rudyk

General Manager, Group Benefits

chris@goldleaffg.com
Bio

Chris Rudyk obtained his Honours Bachelor of Commerce from Laurentian University in April 2014. He has worked in various roles within the financial industry, including as a Financial Sales Representative at Northern Credit Union in Coniston and as an Account Manager at DiBrina Group in Toronto. Chris boasts over ten years of experience in the group benefits industry in various functions, including quoting and renewal analysis. As a benefits consultant, he has worked with groups of all sizes, including several with over 1,000 members.

Chris holds several designations, including Certified Employee Benefit Specialist (CEBS), Compensation Management Specialist (CMS), Group Benefits Associate (GBA), and Retirement Plan Associate (RPA). He is also a licensed life insurance agent and is fluent in English.

Aside from his professional accomplishments, Chris is a devoted family man and is married to his high school sweetheart, Brittnee. The couple has a two-year-old daughter named Quinn. During his leisure time, Chris enjoys watching basketball, football, and the Blue Jays. He also enjoys reading non-fiction literature, particularly history books. Chris is also an active member of his community and has volunteered as a firefighter for several years and served on the board of Community Living.

Ryan graduated from Laurentian University in 2017 with an Honours Bachelor of Commerce with a specialization in Finance and a minor in Economics. He started his career at DiBrina Group as an Associate and has since completed his Chartered Investment Manager designation, options and futures licensing courses. He is currently a CFA level three candidate. 

Ryan is a leading member of the firm’s Investment Committee and works diligently alongside the Finance Team to construct portfolios that will meet clients’ goals. Outside of the office, he is a board member for the Elizabeth Fry Society of Northeastern Ontario, an organization that advocates for women in the criminal justice system.

Chris Rudyk obtained his Honours Bachelor of Commerce from Laurentian University in April 2014. He has worked in various roles within the financial industry, including as a Financial Sales Representative at Northern Credit Union in Coniston and as an Account Manager at DiBrina Group in Toronto. Chris boasts over ten years of experience in the group benefits industry in various functions, including quoting and renewal analysis. As a benefits consultant, he has worked with groups of all sizes, including several with over 1,000 members.

Chris holds several designations, including Certified Employee Benefit Specialist (CEBS), Compensation Management Specialist (CMS), Group Benefits Associate (GBA), and Retirement Plan Associate (RPA). He is also a licensed life insurance agent and is fluent in English.

Aside from his professional accomplishments, Chris is a devoted family man and is married to his high school sweetheart, Brittnee. The couple has a two-year-old daughter named Quinn. During his leisure time, Chris enjoys watching basketball, football, and the Blue Jays. He also enjoys reading non-fiction literature, particularly history books. Chris is also an active member of his community and has volunteered as a firefighter for several years and served on the board of Community Living.

Alyssa Clairmont

Investment & Insurance Advisor

Servicing the Muskoka & Sudbury Area

alyssa@goldleaffg.com
Bio

Alyssa joined Gold Leaf Financial Group in June of 2021 as an accredited Investment Advisor, contributing over a decade of knowledge in the finance industry. She has been recognized for her dedication to creating a distinctive experience for her clients with a holistic approach beyond wealth creation. Confidence, comfort, strategic vision, and personalized advice is what Alyssa strives to achieve with every interaction. 

Alyssa graduated from Laurentian University with an Honours Bachelor of Commerce in Sports Administration, in 2013. She held several advisory and managerial positions with one of the major Canadian Banks and has successfully obtained her Canadian Securities Course, Investment Funds in Canada, and Branch Compliance Officer Course.

Born and raised in Sudbury and now based in Muskoka, Alyssa is a strong believer in community. She has dedicated her time to many organizations like Juvenile Diabetes Research Foundation JDRF, TD Tree Days and has supported local Pride initiatives as an ally. Alyssa also has a passion for helping others develop and unlock their potential. She has organized a number of financial literacy seminars and created mentorship programs to help individuals grow and succeed.

Thomas Faggioni

Investment & Insurance Advisor

Servicing the Sudbury Area

thomas@goldleaffg.com
Bio

Thomas completed his Bachelor of Arts in Economics and Management at the University of Wilfrid Laurier in 2021.

He became a licensed investment advisor as of September 2021, has completed his Canadian Securities Course (CSC), Wealth Management Essentials (WME) and obtained his Certified Investment Manager (CIM) designation in November 2023. He has also completed his Life License Qualification Program (LLQP); this enables him to help families and business owners mitigate financial risks using life, disability, and critical illness insurance. Currently, he is working towards his Certified Financial Planner (CFP) designation.

Prior to joining Gold Leaf full-time, Thomas worked as a summer student for Michael Di Brina and Diego Favero, helping him establish his career path in the investment industry. Since then, he has liaised closely with Michael and Diego to establish practices that add value and enhance communication and strategy when dealing with clients’ financial affairs.

Thomas understands that managing financial well-being is a priority in a client’s life, next to family and health; he is committed to providing a tailored, detail-oriented approach that meets the specific needs of his clients.

CLICK HERE TO BOOK A MEETING WITH THOMAS

Alyssa joined Gold Leaf Financial Group in June of 2021 as an accredited Investment Advisor, contributing over a decade of knowledge in the finance industry. She has been recognized for her dedication to creating a distinctive experience for her clients with a holistic approach beyond wealth creation. Confidence, comfort, strategic vision, and personalized advice is what Alyssa strives to achieve with every interaction. 

Alyssa graduated from Laurentian University with an Honours Bachelor of Commerce in Sports Administration, in 2013. She held several advisory and managerial positions with one of the major Canadian Banks and has successfully obtained her Canadian Securities Course, Investment Funds in Canada, and Branch Compliance Officer Course.

Born and raised in Sudbury and now based in Muskoka, Alyssa is a strong believer in community. She has dedicated her time to many organizations like Juvenile Diabetes Research Foundation JDRF, TD Tree Days and has supported local Pride initiatives as an ally. Alyssa also has a passion for helping others develop and unlock their potential. She has organized a number of financial literacy seminars and created mentorship programs to help individuals grow and succeed.

Thomas completed his Bachelor of Arts in Economics and Management at the University of Wilfrid Laurier in 2021.

He became a licensed investment advisor as of September 2021, has completed his Canadian Securities Course (CSC), Wealth Management Essentials (WME) and obtained his Certified Investment Manager (CIM) designation in November 2023. He has also completed his Life License Qualification Program (LLQP); this enables him to help families and business owners mitigate financial risks using life, disability, and critical illness insurance. Currently, he is working towards his Certified Financial Planner (CFP) designation.

Prior to joining Gold Leaf full-time, Thomas worked as a summer student for Michael Di Brina and Diego Favero, helping him establish his career path in the investment industry. Since then, he has liaised closely with Michael and Diego to establish practices that add value and enhance communication and strategy when dealing with clients’ financial affairs.

Thomas understands that managing financial well-being is a priority in a client’s life, next to family and health; he is committed to providing a tailored, detail-oriented approach that meets the specific needs of his clients.

CLICK HERE TO BOOK A MEETING WITH THOMAS

Russell McMahon

Wealth & Estate Planner

russell@goldleaffg.com
Bio

Russell McMahon was born and raised in Sudbury and is a highly skilled financial planner and risk management expert. He obtained an Honours Bachelor of Commerce from Laurentian University in April 2015 and spent the next six years working at DiBrina Group / Gallagher as an Insurance Analyst and Associate Advisor for the tax and estate planning division. During this time, he analyzed insurance policies and products available on the market, advised on financial strategies, reviewed shareholder's agreements and wills, provided insurance and estate planning advice, and created various financial models.

Russell is certified in life and health insurance in Ontario and obtained his Certified Financial Planner® designation in April 2021. He also has experience teaching Contract Law for Business as a part-time professor at Cambrian and worked almost 2 years at Laurentian University as the Risk and Insurance Manager. Currently, he is working towards his certificate in risk management (CRM) and his Tax & Estate Practitioner's (TEP) designation.

Fluent in both English and French, Russell enjoys playing hockey and relaxing in saunas in his free time. With an impressive background in financial planning and risk management, he is a valuable asset to the Gold Leaf Team.

Shrey Arora

Financial Services Associate

shrey@goldleaffg.com
Bio

Shrey Arora is a highly dedicated and professional individual who places great emphasis on providing exceptional customer service. He prides himself on his ability to effectively manage multiple tasks while efficiently meeting the needs of clients. In his position as a Financial Services Intern at Gold Leaf, Shrey utilizes his diverse skill set, which encompasses proficiency in finance, technological systems, networking, and marketing. 

Shrey holds a Bachelor of Business Administration degree and has earned academic excellence certification. Notably, Shrey has been awarded an international scholarship for every year of his studies at Laurentian University. He looks forward to deepening his financial knowledge and making a lasting impact at Gold Leaf.

Russell McMahon was born and raised in Sudbury and is a highly skilled financial planner and risk management expert. He obtained an Honours Bachelor of Commerce from Laurentian University in April 2015 and spent the next six years working at DiBrina Group / Gallagher as an Insurance Analyst and Associate Advisor for the tax and estate planning division. During this time, he analyzed insurance policies and products available on the market, advised on financial strategies, reviewed shareholder's agreements and wills, provided insurance and estate planning advice, and created various financial models.

Russell is certified in life and health insurance in Ontario and obtained his Certified Financial Planner® designation in April 2021. He also has experience teaching Contract Law for Business as a part-time professor at Cambrian and worked almost 2 years at Laurentian University as the Risk and Insurance Manager. Currently, he is working towards his certificate in risk management (CRM) and his Tax & Estate Practitioner's (TEP) designation.

Fluent in both English and French, Russell enjoys playing hockey and relaxing in saunas in his free time. With an impressive background in financial planning and risk management, he is a valuable asset to the Gold Leaf Team.

Shrey Arora is a highly dedicated and professional individual who places great emphasis on providing exceptional customer service. He prides himself on his ability to effectively manage multiple tasks while efficiently meeting the needs of clients. In his position as a Financial Services Intern at Gold Leaf, Shrey utilizes his diverse skill set, which encompasses proficiency in finance, technological systems, networking, and marketing. 

Shrey holds a Bachelor of Business Administration degree and has earned academic excellence certification. Notably, Shrey has been awarded an international scholarship for every year of his studies at Laurentian University. He looks forward to deepening his financial knowledge and making a lasting impact at Gold Leaf.

Jason Gamble

Financial Services Associate

jason@goldleaffg.com
Bio

Jason Gamble recently earned a Bachelor of Commerce degree from the University of Guelph in 2020. His ultimate career goal is to become a licensed investment advisor by the end of 2023. Currently, he is investing his time in preparing for his CSC exams and learning everything he can about the investment industry and back-end administrative work.

Jason has a strong foundation in finance, as he previously worked for three years as a financial representative at a Credit Union before joining Gold Leaf full-time. This experience has taught him the significance of maintaining strong customer relationships and helped him to establish a career path in the investment industry. He has a strong passion for assisting people in achieving their financial objectives and is eager to commence his journey of helping and educating people about their investments.

When Jason is not at work, he can be found playing golf, where he boasts a single-digit handicap. He also enjoys playing hockey on Sunday nights and participating in his local community.

Samuel MacGillivray

Financial Services Intern

sam@goldleaffg.com
Bio

Samuel is passionate about finance and is an avid learner with the goal of obtaining an Estate & Trust Professional Designation. 

Currently, Samuel is a second-year Economics student at Laurentian University. With his career goals in mind, he has already begun to complete his Canadian Securities Course, his first step to achieving his Chartered Investment Manager designation. 

Samuel looks forward to assisting the Gold Leaf Team and hopes to bring value in all he accomplishes. 

Jason Gamble recently earned a Bachelor of Commerce degree from the University of Guelph in 2020. His ultimate career goal is to become a licensed investment advisor by the end of 2023. Currently, he is investing his time in preparing for his CSC exams and learning everything he can about the investment industry and back-end administrative work.

Jason has a strong foundation in finance, as he previously worked for three years as a financial representative at a Credit Union before joining Gold Leaf full-time. This experience has taught him the significance of maintaining strong customer relationships and helped him to establish a career path in the investment industry. He has a strong passion for assisting people in achieving their financial objectives and is eager to commence his journey of helping and educating people about their investments.

When Jason is not at work, he can be found playing golf, where he boasts a single-digit handicap. He also enjoys playing hockey on Sunday nights and participating in his local community.

Samuel is passionate about finance and is an avid learner with the goal of obtaining an Estate & Trust Professional Designation. 

Currently, Samuel is a second-year Economics student at Laurentian University. With his career goals in mind, he has already begun to complete his Canadian Securities Course, his first step to achieving his Chartered Investment Manager designation. 

Samuel looks forward to assisting the Gold Leaf Team and hopes to bring value in all he accomplishes. 

Our Administrative Team

Jennifer MacGillivray

Client Services Manager

jennifer@goldleaffg.com
Bio

An enthusiastic go-getter, Jennifer handles many facets of client accounts, from transfers, distributions, contributions and assisting with client questions. She has an eye for detail and effortlessly supports Gold Leaf clients with highly personalized service.

Plan development is a top priority for those seeking financial security and peace of mind. Gold Leaf Financial Group uses a holistic, client-centric approach to financial planning that reflects evolving needs, goals and aspirations. Jennifer embodies this approach; she genuinely cares about clients and is committed to growing a close working relationship with their families.
 
As a Gold Leaf client, you have access to a wealth of experience, resources, superior products and an expert team of specialists across Ontario. This mix has helped make Gold Leaf one of Canada's largest and most respected financial service companies.

Vicky Jackson

Investment Associate

vicky@goldleaffg.com

An enthusiastic go-getter, Jennifer handles many facets of client accounts, from transfers, distributions, contributions and assisting with client questions. She has an eye for detail and effortlessly supports Gold Leaf clients with highly personalized service.

Plan development is a top priority for those seeking financial security and peace of mind. Gold Leaf Financial Group uses a holistic, client-centric approach to financial planning that reflects evolving needs, goals and aspirations. Jennifer embodies this approach; she genuinely cares about clients and is committed to growing a close working relationship with their families.
 
As a Gold Leaf client, you have access to a wealth of experience, resources, superior products and an expert team of specialists across Ontario. This mix has helped make Gold Leaf one of Canada's largest and most respected financial service companies.

Carole Junor

Pension Administrator

carole@goldleaffg.com
Bio

A hardworking and dedicated receptionist with over 20+ years of experience, Carole provides integral office support thriving in a high-volume setting.

Being the mother of two sons and a Mémé to two energetic grandchildren, Carole understands the importance of a family's financial well-being and takes pride in supporting yours with all your financial needs. 

Friendly and welcoming, with bilingual proficiency in French & English, Carole is excited to welcome you to Gold Leaf HQ. Whether you prefer still or sparkling, coffee or tea, Carole looks forward to making your visit to Gold Leaf special. 

Amanda Panagapko

Investment Associate

amanda@goldleaffg.com
Bio

Meet Amanda, a skilled Investment Associate responsible for managing all client documentation requirements. She handles account openings, payments, fund requests, deposits, and online access.

Amanda holds a license to buy and sell stocks and mutual funds and has over seven years of experience preparing documentation and processing client transactions. 

Amanda collaborates closely with the Administrative Team to ensure that clients receive seamless service and that their requests are processed promptly and efficiently.

A hardworking and dedicated receptionist with over 20+ years of experience, Carole provides integral office support thriving in a high-volume setting.

Being the mother of two sons and a Mémé to two energetic grandchildren, Carole understands the importance of a family's financial well-being and takes pride in supporting yours with all your financial needs. 

Friendly and welcoming, with bilingual proficiency in French & English, Carole is excited to welcome you to Gold Leaf HQ. Whether you prefer still or sparkling, coffee or tea, Carole looks forward to making your visit to Gold Leaf special. 

Meet Amanda, a skilled Investment Associate responsible for managing all client documentation requirements. She handles account openings, payments, fund requests, deposits, and online access.

Amanda holds a license to buy and sell stocks and mutual funds and has over seven years of experience preparing documentation and processing client transactions. 

Amanda collaborates closely with the Administrative Team to ensure that clients receive seamless service and that their requests are processed promptly and efficiently.

Debbie Venne, CPA

Financial Officer

debbie@goldleaffg.com
Bio

Debbie graduated from Cambrian College in 1985 and worked in public accounting from 1985 to 2011. She was a junior accountant for Brunton, Browning, Day and Partners, and Ward Malette during that time. She later became an accounting manager for BDO Dunwoody and a senior accounting manager for Laberge, Venne and Partners.

Debbie obtained her CPA and CGA designation in 2001. In 2011, she left the pressures of public accounting and started her bookkeeping practice serving small to mid-size business entities.  

Dave Bowatta

Digital Marketing & I.T Specialist

dave@goldleaffg.com
Bio

Dave is a graduate of Victoria University, Melbourne, Australia with a Bachelor's of Information Technology degree, major in Web Engineering and Mobile Application Development. Dave is not only well-versed in traditional marketing techniques but also possesses a deep understanding of Information Technology. This combination allows him to bridge the gap between marketing and technology, ensuring seamless integration of our digital initiatives and facilitating our digital transformation efforts. Dave's IT responsibilities include managing website development on platforms like WordPress, Salesforce development, and automations to streamline our operations and also ensuring the security of our IT infrastructure.


In addition to his technical expertise, Dave excels in graphic design, animation, videography and photography, which enrich our content creation and social media strategies. His proficiency in tools like Adobe, Meta and Google Ads empowers us to create compelling marketing materials and analyze their performance through tools like Google Analytics and SEM Rush.


Furthermore, Dave's analytical skills and project management acumen ensure that our marketing campaigns and digital transformation projects align with our business objectives. With a focus on customer engagement, lead generation, and business analysis, Dave contributes to data-driven decision-making and marketing and digital transformation effectiveness.

We are thrilled to welcome Dave to our team, and we are eager to see the innovative marketing, IT, and digital transformation initiatives he will lead. Dave Bowatta is a valuable addition to Gold Financial Group, where marketing and technology converge to drive success and shape our digital transformation journey.

Debbie graduated from Cambrian College in 1985 and worked in public accounting from 1985 to 2011. She was a junior accountant for Brunton, Browning, Day and Partners, and Ward Malette during that time. She later became an accounting manager for BDO Dunwoody and a senior accounting manager for Laberge, Venne and Partners.

Debbie obtained her CPA and CGA designation in 2001. In 2011, she left the pressures of public accounting and started her bookkeeping practice serving small to mid-size business entities.  

Dave is a graduate of Victoria University, Melbourne, Australia with a Bachelor's of Information Technology degree, major in Web Engineering and Mobile Application Development. Dave is not only well-versed in traditional marketing techniques but also possesses a deep understanding of Information Technology. This combination allows him to bridge the gap between marketing and technology, ensuring seamless integration of our digital initiatives and facilitating our digital transformation efforts. Dave's IT responsibilities include managing website development on platforms like WordPress, Salesforce development, and automations to streamline our operations and also ensuring the security of our IT infrastructure.


In addition to his technical expertise, Dave excels in graphic design, animation, videography and photography, which enrich our content creation and social media strategies. His proficiency in tools like Adobe, Meta and Google Ads empowers us to create compelling marketing materials and analyze their performance through tools like Google Analytics and SEM Rush.


Furthermore, Dave's analytical skills and project management acumen ensure that our marketing campaigns and digital transformation projects align with our business objectives. With a focus on customer engagement, lead generation, and business analysis, Dave contributes to data-driven decision-making and marketing and digital transformation effectiveness.

We are thrilled to welcome Dave to our team, and we are eager to see the innovative marketing, IT, and digital transformation initiatives he will lead. Dave Bowatta is a valuable addition to Gold Financial Group, where marketing and technology converge to drive success and shape our digital transformation journey.

Ferrell Patel

Information Technology Associate

ferrell@goldleaffg.com
Bio

Ferrell Patel is a graduate of Laurentian University with an Honours Bachelor of Science with Major in Computer Science and Minor in Mathematics in 2023, consistently demonstrated his dedication to learning, earning an international scholarship each year of his studies.

In his role as an Information Technology Associate, Ferrell uses his computer science skills to enhance the company’s technological capabilities. He is proficient in evaluating and improving the company’s IT systems, and his commitment to staying updated with industry trends helps the company maintain its competitive edge.

Ferrell Patel is a graduate of Laurentian University with an Honours Bachelor of Science with Major in Computer Science and Minor in Mathematics in 2023, consistently demonstrated his dedication to learning, earning an international scholarship each year of his studies.

In his role as an Information Technology Associate, Ferrell uses his computer science skills to enhance the company’s technological capabilities. He is proficient in evaluating and improving the company’s IT systems, and his commitment to staying updated with industry trends helps the company maintain its competitive edge.

Awards & Achievements

2021
2022

Wealth Builder Team of the Year

Presented by IPC Securities Corporation

Wealth Builder of the Year

Presented by IPC Securities Corporation

Top Ten Wealth Builder of the Year

Presented by IPC Securities Corporation