Our unique and comprehensive service combines all important aspects of your personal, family, financial and business circumstances in one overall coordinated “multi-dimensional” planning process.  Your objectives in all of these areas are achieved by utilizing innovative strategies in tax, estate and succession planning.  An integrated “game plan” is created that identifies options and opportunities that would not otherwise be obvious, and ensures that your family can keep both the value and the values you have worked to build.

Gordon Wusyk, B.Ed., CFP, CLU, CHFC, TEP
CEO

Gordon started the Wusyk Financial Group in 1967 determined to help business families avoid the mess that occurred in his own family when his father suddenly died of a heart attack on their ranch. They had two businesses at the time; a moving business and a cattle ranch.

"My father was a successful entrepreneur, grooming his children to take over his businesses. When he died unexpectedly, we discovered that although he made solid investments, he did not have a transition strategy in place. As a result we had to liquidate the busineses in order to pay off taxes and distribute cash to family members not involved in the business.

Soon thereafter I decided to dedicate my professional life to making sure that entrepreneurs do not have to go through what my family went through."

Gordon is a seasoned and trusted business advisor with a wealth of training, knowledge and experiece Family Business Succession. Gordon's mentor and friend, Dr. Leon Danco of Cleveland, Ohio, the guru of family business consulting in the U.S. has entrusted Gordon with his tutoring as well as the Canadian publishing rights to his books and many articles.

Gordon is also the President of Predictable Futures Inc. - The Business Family Centre

Jane Trentini, CFP CLU
President

Jane started in the financial services industry as an advisor to business owners in 1990 and joined Gordon in his family business advisory practice in 1998. Jane is an enthusiastic and dynamic advisor who enjoys the challenge of solving problems and getting better results for entrepreneurs and professionals than what would otherwise come about, by bringing her team's creative, innovative process and solutions to the planning process. Jane coordinates the technical team in the following areas of expertise -

Tax C.A.s and LLBs, Estate and Corporate LLBs, Investment Bankers (Mergers Acquisitions and Divestitures), Private Equity Groups, Strategic Planners, Business Valuators, Business Financing and Credit Lines, Investment Management, Retirement and Financial Planners, Insurance, Living Benefits & Specialized Healthcare.