About Us

Stephen LaPage, CFP®

Certified Financial Planner® professional

Stephen became an advisor in 1992 and received his Certified Financial Planning designation in 1999.

Although the industry, and the world, have seen dramatic change over the years, the need for thoughtful advice has never been more important and he continues to apply the same fundamental principles that provide clients with security and peace of mind for the long term.

BJ Taylor, CFP®

Certified Financial Planner® professional

Since joining Guardian Financial Planning with his business degree in 2014, BJ has acquired his Certified Financial Planner’s designation confirming his commitment to protecting clients from life's uncertainties and helping them plan ahead for a secure financial future.

Although after hours is focused on raising their young family with his wife Julie, he still manages to find a little time for golf, hockey, and other worthy pursuits.

Gail Downey

Office Manager

Gail joined us after 22 years with another of the large banks where she held a variety of roles and responsibilities.

Given her wide experience and legendary attention to detail, she's been the perfect addition to the team in overseeing account administration and clients are quick to realize that if they need anything, Gail is the first one to call.

With two grown children, Gail enjoys her lake time in the summer, snowmobiling all winter and volunteer service in support of her community.