About Us

We believe finances are a personal thing, get to know your Advisor.

Book a Meeting

sage (‘sāj) noun

  1. one (such as a profound philosopher) distinguished for wisdom
  2. a mature or venerable person of sound judgment

sage (‘sāj) adjective

  1. proceeding from or characterized by wisdom, prudence, and good judgment
  2. wise through reflection and experience

Missy Gurley

Missy's Credentials

Financial Advisor - Investia Financial Services Inc., Life and Accident & Sickness Insurance Agent, Bachelor of Commerce (Honors) - Ontario Tech University

Hi There! I’m Missy, technically my name is Melissa, BUT my friends and family call me Missy. I believe that finances are personal, therefore we are going to become friends, so you can call me Missy.

When you think of someone in the finance industry, surely, I’m not exactly what you pictured in your mind. With finances typically being a male-dominated industry, I’m quite self-aware that I stand out and I’m more than okay with that.

The first decade of my career was spent in hospitality where I operated my own wedding planning and floral company. Additionally, I spent time at a number of different hotels and venues across Canada. These experiences taught me the importance of customer service, how to effectively work with 3rd party companies, and the art of multitasking.

Ironically, I’ve always been a very tech-savvy numbers person that loves processes. I can honestly say that I haven’t met too many others that enjoy filling out paperwork as much as I do and the finance industry comes with A LOT of paperwork!

Overall, I’m a people person that is extremely well suited for the finance industry and can’t wait to start working with you!

Latest Financial Advice

Its Time to Crush Your Credit Card Blues

Although credit cards interest rates have not been affected by the recent surge in the prime lending rate, the fact remains that credit card debt is usually the most expensive
Read Post

5 Reasons to Contribute to a TFSA

The Tax-Free Savings Account (TFSA) was introduced in 2009 to give Canadians access to a registered account that can help them save for the future. Let’s consider five good reasons
Read Post

Working Remotely? Get a Tax Break!

These days, many companies allow their employees to work from a remote location (e.g., from home), either full time or on a hybrid basis. While such working arrangements have existed
Read Post

Make the Most of Your Tax Refund

When you get a tax refund, it’s very tempting to see it as a windfall you can guiltlessly spend on things you want rather than need. And while there’s usually
Read Post
See All Posts