Who We Are

Gilbert Wealth Management is a 'boutique' style financial planning firm located in sunny Kamloops, British Columbia.  We help clients in all areas of financial planning by using an Integrated Planning Process and team approach.  By being independent, we have relationships with outside individuals that enables us to address every client situation possible.  While most clients situations will be reasonably straight forward you can rest assured that if your case requires specific expertise beyond our scope we can find the answers you need within our team.

 

Our area of specific focus is with small business owners and family's.  Being able to relate to these individuals and their situations helps us to understand their concerns.  We know how busy people are these days so we pride ourselves in taking the financial worry off of their plate so that they can focus their time and energy on more enjoyable things in life. 

Our high standards, respect for our fellow individual, accountability at all levels, internal professional expertise and sincere interest in improving each individual client's financial well being sets us apart in the financial services industry.

Personal Mission Statement

To build a respected financial planning practice in the community, providing sound advice and guidance to families, incorporated individuals and business owners as they strive to reach their financial goals.  Working with open minded and responsible individuals, I will take the opportunity daily to do what I can to be an industry leader providing creative ideas and solutions to the risks each of us faces daily as we journey through life.

Reflecting back each year on the strong relationships and friendships that have been built will be the true indication of success.

What you can expect working with Tony Gilbert and his team

• A consistent process that helps us cover all areas of planning
• Regular contact and reviews
• Someone you can count on and ask questions of anytime
• New ideas to be presented over time to keep you informed
• Informative portfolio information during reviews such as what has our rate of return been, how much have we deposited and what is it worth today - a refreshing clear statement
• Honest feedback and suggestions in all areas of financial planning

Do you need our services?  Click here to answer 5 quick questions.

How did you do?  Need help?  Email us for a 20 minute introductory appointment.