Invested in your tomorrow.
We’re a financial advising firm based in London, Ontario offering planning solutions for investments, insurance, retirement planning and income protection so clients can achieve their life-long financial goals.
Come visit us in our new office space in Wortley Village.
Meet our team.
Jordan McLoughlin
Principal Advisor
jordan@planwealthwise.com
519.639.9898 x101
With more than 15 years of experience in the industry, Jordan has established himself as a trusted Financial Advisor to clients across southwestern Ontario. His background in accounting and credit lending, as well as experience in management with Canada’s largest insurance carrier have positioned him well to provide industry expertise his clients can count on. His focus is – and has always been – doing what’s in the best interest of his clients. Dedicated to continuous lifelong learning, including long-standing membership with Advocis, Jordan is always looking for ways to offer value to clients.
Jordan’s passion for helping people is what drew him to the profession, and over the years, he’s taken pride in witnessing the impact an effective financial plan can have on clients’ lives. Through launching WealthWise Planning in 2022, Jordan’s vision is to continue to create lasting relationships and help even more clients achieve their financial aspirations.
Originally from Chatham Ontario, Jordan now calls London home where he’s busy raising his two children with his wife. In the community, Jordan has lent his expertise to the St. Peter’s Cathedral Basilica’s Finance Committee since 2014. When he’s not busy in the office or chasing the kids, Jordan enjoys watching and playing hockey, skiing, travel and is a big live music fan.
Darcey Novotny
Senior Associate Advisor
darcey@planwealthwise.com
519.457.9965
Darcey took his love of the financial world, accounting background, thirst for continuous learning and desire to help people and began his career in the financial services industry in 2003. Three years later in 2006, Darcey took the next step and incorporated Reality Dreams Financial. In 2024, Darcey joined the WealthWise Planning team and continues to assist his clients to achieve their financial goals and dreams.
With a proven record for exceeding client expectations, he’s always willing to listen to clients and offer financial advice over a cup of coffee as they share their dreams with him. His favourite saying is “I get paid to drink coffee and socialize.”
Darcey and his wife, Valerie, have been married for over 30 years. They have a grown daughter, Jessica, who has followed in his accounting footsteps. Darcey is an avid fan of all sports, especially his hometown London Knights. He is constantly trying to improve his golf handicap and bowling score. In the warm weather, you can find Darcey, most weekends, at their place on Lake Erie visiting with friends and family around the campfire.
Gil Guetter
Senior Associate Advisor
gil@planwealthwise.com
519.282.3261
After graduating from the Business Administration program at Mohawk College, Gil has spent his entire 5O+ year career working in the financial services industry. Even though all those years were with the same organization, Gil’s roles changed several times: from Administration, to Succession Planning, to Management, and for the past 37 years as a trusted Personal Financial Advisor.
Education and staying up-to-date in the current market is very important to Gil. This has resulted in him earning a series of financial industry designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (Ch.F.C), Certified Financial Planner (CFP) and Fellow of Life Management Institute (FLMI). In 2024, Gil joined WealthWise Planning and brings a wealth of knowledge and experience that his team and clients can count on.
Gil and his wife Anita have been married for 50 years and have always had a very busy family life with 5 children and now 15 grandchildren. Helping people has always been a passion both personally and professionally and as a result they are both very active in their local church, where Anita has been a pastor for over 30 years. Their love of travelling and mission work has also taken them to over 45 countries.
Nicole Marcovecchio
Client Service Associate
nicole@planwealthwise.com
519.639.9898 x102
Nicole joined WealthWise Planning in 2022 to support the growth of the firm and plays a key role in daily operations including providing administrative and client services support. With a background of 15 years in customer service, Nicole brings a breadth of knowledge and understanding to the position and takes pride in coordinating and streamlining a first-class experience for our clients.
Committed to providing exceptional service, Nicole looks forward to getting to know all our clients.
Outside of work, Nicole enjoys spending time with her son, Liam, and their two cats and dog. She is also busy planning their wedding with her fiancé, Anthony, who is presently active in the military. Nicole loves traveling and is always looking for a new adventure.
A strong network of trusted professionals.
We’ve formed a strong network of trusted professionals – including mortgage specialists, real estate agents, accountants, tax and estate experts, notaries and lawyers – that work with our clients to complement the work we have done together. This ensures every aspect of your financial and personal matters are in order from every angle.
To be connected with any professional from our network of specialists,
we’d be happy to put you in touch.
Our clients know WealthWise Planning is invested in their tomorrow.
But don’t take our word for it. Here’s what some of our clients have to say: