Gem Financial

While small enough to be flexible and adapt quickly to specific client needs in a changing industry, GEM Financial Group is also proud to be affiliated with both FundEX Investments and the IA Financial Group, one of Canada’s largest financial institutions serving Canadians since 1892.

As a part of the IA Financial Group network, GEM Financial Group is able to make use of the financial and organizational expertise as well as the diversified resources available to affiliated companies and pass the benefit on to our clients. This support structure allows us to focus more directly on creating and implementing meaningful solutions for those we work with and deliver a higher standard of ongoing service, something we are dedicated to.

OUR TEAM

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Nathan Locatelli
Wealth Advisor

After attending Lakehead University in Thunder Bay, Nathan travelled throughout western Canada finally landing on the Gulf Islands of B.C. While on the west coast Nathan developed a unique life perspective and spent a number of years as a community support worker. The call of family in Ontario led Nathan and his wife to the Niagara region where they live with their two sons. Dedicated to working with people and helping them achieve their life goals, Nathan decided to transition into the financial services industry at GEM Financial Group where he works as an Associate Wealth Advisor

Nathan Locatelli
Martin Caldwell
Wealth Advisor

When not at work, you’ll find Martin taking in the outdoors, strumming a guitar, writing and enjoying family time with his wife Amber and their four children. As a graduate of both a Recreation and Leisure program and a Philosophy program the financial services industry wasn’t and obvious fit. Discovering a passion for problem solving and an ability to piece together components into a “big picture” vision helped land Martin on the doorstep of GEM Financial Group. Nearly 15 year later the passion continues along with the thrill of an evolving industry.

Martin Caldwell
Patty Awde
Executive Assistant, Wealth Services Manager

At the hockey arena or ball park is how Patty, her husband and their young son usually pass their time. They also love to travel and spend time camping with friends and family. Having worked in the life insurance and auto insurance industries, Patty’s experience and troubleshooting skills are critical in assisting clients with their accounts. Her professional administrative and organizational skills are also put to great use as part of the school parent council and on the executive of the local minor baseball organization. 

Patty Awde

Contact Us

Contact Us Now

 

Address

42 Riddell St, Woodstock, ON N4S 6M1, Canada

Email

martin@gemfinancialgroup.ca


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