About Gilbert Wealth Management

Certified Financial Planner, Tony Gilbert, owner of Gilbert Wealth Management has worked side by side with successful business owners and families in Kamloops for over 10 years. Using his Integrated Planning Process, Tony and his team provide guidance to clients wanting to develop their customized financial plan.

At Gilbert Wealth Management we believe in building solid long term relationships with clients. Clients tell us they appreciate how much we care about them and their financial success.

As part of his continued professional development, Tony has attained the Certified Financial Planner designation and is a member of ADVOCIS (The Financial Advisors Association of Canada). Prior to this he attained a degree in Business from Simon Fraser University.

Tony has written financial planning articles for Canadian Business Franchise Magazine. He is a member of Rotary and when not working Tony enjoys spending time with his family, golfing, playing hockey and mountain biking.

Want to meet with Tony click here to send an email for an appointment.

Products & Services Offered

Financial Services

Detailed financial planning

Retirement & Investment planning

Detailed portfolio risk/return analysis

Asset allocation analysis and portfolio construction

Retirement income forecasting and planning

Risk Management planning

Estate planning

Corporate planning

Key man funding

Buy/Sell (partnership) funding

Business Succession planning

Employee Group Benefit programs

Cost Plus programs

Health and Welfare Trust programs

Pension/Group RSP programs

Income Loss Replacement programs

Investment Products

RRSP's/RRIF's/Annuities

Tax Free Savings Account

Mutual Funds (offered via Investia Financial Services Inc, Mutual Fund Dealer)

GIC's, Index Linked GIC's & Term Deposits (click here for today's top rates)

Exempt products such as Private Placements

Insurance Products (provided thru multiple carriers)

Critical Illness Insurance

Long Term Disability Insurance

Term Life Insurance

Universal Life/Whole Life Insurance

Mortgage Insurance

Long Term Care Insurance

Travel Insurance

Want more information on some of these topics? Check the article tab as several articles are posted to help provide you with more information.


Who We Are 5 Key Issues Form About Tony Financial Planning Process Tax Free Savings Account 5 Major Reasons Why Your Portfolio Has Too Much Risk What Clients Say Insuring Your Mortgage Articles Today's GIC Rates Helpful Links 1261 Copperhead Drive Kamloops, BC, V2E 0A1 p: 250.377.8663 f: 1.866.281.2258 toll free: 1.866.281.2258 #1900-1500 West Hastings Street Vancouver, BC, V6G 2Z6 p: 604.687.7773 tony@tonygilbert.ca		test About Gilbert Wealth Management Certified Financial Planner, Tony Gilbert, owner of Gilbert Wealth Management has worked side by side with successful business owners and families in Kamloops for over 10 years. Using his Integrated Planning Process, Tony and his team provide guidance to clients wanting to develop their customized financial plan. At Gilbert Wealth Management we believe in building solid long term relationships with clients. Clients tell us they appreciate how much we care about them and their financial success. As part of his continued professional development, Tony has attained the Certified Financial Planner designation and is a member of ADVOCIS (The Financial Advisors Association of Canada). Prior to this he attained a degree in Business from Simon Fraser University. Tony has written financial planning articles for Canadian Business Franchise Magazine. He is a member of Rotary and when not working Tony enjoys spending time with his family, golfing, playing hockey and mountain biking. Want to meet with Tony click here to send an email for an appointment. Products & Services Offered Financial Services Detailed financial planning Retirement & Investment planning Detailed portfolio risk/return analysis Asset allocation analysis and portfolio construction Retirement income forecasting and planning Risk Management planning Estate planning Corporate planning Key man funding Buy/Sell (partnership) funding Business Succession planning Employee Group Benefit programs Cost Plus programs Health and Welfare Trust programs Pension/Group RSP programs Income Loss Replacement programs Investment Products RRSP's/RRIF's/Annuities Tax Free Savings Account Mutual Funds (offered via Investia Financial Services Inc, Mutual Fund Dealer) GIC's, Index Linked GIC's & Term Deposits (click here for today's top rates) Exempt products such as Private Placements Insurance Products (provided thru multiple carriers) Critical Illness Insurance Long Term Disability Insurance Term Life Insurance Universal Life/Whole Life Insurance Mortgage Insurance Long Term Care Insurance Travel Insurance Want more information on some of these topics? Check the article tab as several articles are posted to help provide you with more information.

Copyright © 2003 - 2012, Tony Gilbert. All Rights Reserved. Powered by SiteCM^TM— web content management made easy by ideaLEVER Solutions. Contact Tony if you have a question or would like an insurance quote. Disclaimer: Management fees, expenses, commissions and trailing fees all may be associated with mutual fund investments. Please read the prospectus and consult your advisor before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.