What clients say about Tony Gilbert

"One of the characteristics that I appreciate in an advisor is not to be sold something, but rather to be presented with different ideas that add value and solve problems pertaining to my personal financial plan.  Tony has continued to bring me new and interesting ideas that had not been presented to me before.  These have helped provide me with a greater peace of mind with regards to my business, my family and myself"

Mark Strate, Owner
The Fireplace Centre

 

"Just a quick note to thank you for getting us back on track.  Your straight forward, upfront and effective financial advice has allowed us to rework our plan.  This has provided us with greater peace of mind knowing our portfolio should perform better in turbulent markets such as today."

Vince & Katrina Cavaliere
Team Cavaliere, River City Realty

 

"Tony provided me with a very thorough background on the requirements of a good financial plan.  He took the time to find out my goals and objectives.  Tony has made me feel in control of my financial future, yet provided me with guidance in helping to make our own decisions."

Cissy Pau

 

"We looked at using Tony when it became apparent that my business commitments would not allow us to spend the kind of time required to look after our financial future.  Tony has done an excellent job of making sure our financial portfolio and other financial planning needs are well looked after.  He has become a complete personal affairs manager, not just a financial planner in our lives."

Merlin Schell, Owner
Spears Sales & Service Ltd.

 

"As a small business owner, I like to feel comfortable knowing that the people working for me are looking after my best interests.  Tony Gilbert of Gilbert Wealth Management has taken the time to explain what we need and why for our personal and business financial plan."

Alan Barna, Previous Owner
Gourmet Greens Produce Market