 Greg
Gillespie, BBA, CFP
Certified Financial Planner
We began in 1985 serving the communities of Newmarket, Bradford
& Aurora, specialising in retirement, estate & investment
planning. We are a family owned and operated business that
serves over 750 business & individual clients. We manage $50,000,000
on behalf of our clients.
With additional experience in professional tax returns preparation
since we now e-files over 350 returns annually.
Our Philosophy
All our financial plans are prepared on the basis of examination
of each individual or family's specific situation. We do not
use "template" store bought financial planning computer software.
We firmly believe that our clients are best served with solid
proven investment strategies. We do not profess to have the
capability to move client investments based on timing. We
feel that market timing is a dangerous pursuit and is almost
always certain to fail in the long run.
Financial
Services:
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- GICs
- Term Deposits
- RRSPs
- Mutual funds
- Segregated investment funds
- Managed money and wrap account programs
- Annuities
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- Life, disability and critical illness insurance
- Individual Pension analysis
- Employee benefit consulting
- Retirement planning
- Tax analysis & planning for the transfer of estate
assets
- Tax analysis & planning for business sales and transfers
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