Place Category: Regina
Gil was born the oldest of 4 siblings on a family farm at Glenavon, SK. He initially started as a farming partner with his father and brother on their mixed cattle and grain farm, became a journeyman electrician and then later rented his land to his brother as his financial business took off. Since 1988 the agricultural roots have continued to dominate the value Gil has brought to the succession and retirement planning he specialized in for farming clients and small business owners throughout the province.
Gil gained his CLU (Chartered Life Underwriter) degree from University of Toronto (1994), CHFC (Chartered Financial Consultant) degree from the University of Toronto (1995) and CFP (Certified Financial Planner) designation (1996) from the Financial Planners Standards Council. The Canadian Securities Course was passed in 1995. Gil is a Qualifying and Life member of Million Dollar Round Table (MDRT) since 1997 and a Notary Public since 1998. He has been a member of Advocis since 1989, the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. Education and the pursuit of excellence in the financial planning done for his clients is a hallmark of Gil’s career.
Gil is dedicated to the premise, “We improve people’s quality of life by simplifying their financial affairs!” He says the following about his every day work with his clients, “I have great relationships with my clients. Wealth is not a measure of just assets; to me it is a measure of wellbeing. I’ll continue to help people wherever I can use the tools and talents I have at me disposal.”
Description of Services & Expertise:
Our philosophy is simple. We want to get to know you to help you make the best decisions possible.
Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss any identified recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial security plan.
It’s also important to us to be proactive with your planning to help keep you updated on future opportunities that may arise from industry changes, tax laws and new financial solutions or tools. We’re committed to lifelong learning and continuing our education to stay abreast of changes in the financial landscape.
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