Associate Investment Advisor
Gillian has over 50 years of financial industry experience first in accounting, then mortgages and settling into financial planning since the early 1980’s. Gillian’s own experience retiring and then realizing that she still had a lot to give helped her understand how important it is to plan for significant life transitions. Gillian is a CERTIFIED FINANCIAL PLANNER™ professional. The prestigious CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. Gillian focuses on retirement and estate planning for clients as they transition through different phases of life.
By earning the Chartered Investment Manager designation from the Canadian Securities Institute, Gillian is able to tailor high-level investment strategies specifically for affluent clients.
Born and raised in Guildford, England, Gillian emigrated to Canada as a young woman. She graduated from the University of British Columbia with a diploma in Urban Land Economics and is licensed as a Registered Representative with the Investment Industry Regulatory Organization of Canada.
CFP® | Certified Financial Planner™ The CFP designation is granted under license by the Financial Planning Standards Council to those who have met its educational standards, passed the FPE1 and FPE2 examinations, satisfied a work experience requirement and agree to abide by FPSC Code of Ethics.
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