About Gilbert Wealth Management

Our Firm

Gilbert Wealth Management is a boutique financial planning firm located in sunny Kamloops, British Columbia. We help clients in all areas of financial planning by using an integrated team approach. Being independent, we have strategic partnerships with outside individuals and firms that enable us to best address every client's unique situation.  We pride ourselves in building trust and providing thoughtful solutions to our clients. You can rest assured that if your case requires expertise beyond our scope we will find the answers and help you need within our network.

About Tony

Tony entered the financial services industry in 1996 after a solid career in retail marketing and sales. Tony is an investment advisor with Aligned Capital Partners and also an independent insurance advisor. Tony wanted to make a difference in people's lives offering sound financial advice. Tony has a Bachelor of Business Administration degree from Simon Fraser University and holds the Certified Financial Planner and Chartered Investment Manager designations.

Tony is passionate about first understanding his clients concerns and goals before making any suggestions on solutions. Working side by side with his clients, Tony wants to ensure basic steps are taken in developing a client's financial plan and that smart decisions are being made. One thing he has learned in working with clients over the years is to keep things simple and understandable. 'In an industry with a lot of jargon and acronyms, if the client is confused or unsure then they cannot make an informed decision.'

Tony has written financial planning articles for Canadian Business Franchise magazine. Away from the business, Tony enjoys spending time with his daughter, is an avid golfer, mountain biker and member of Rotary where he enjoys volunteering his time.

About Zach

Zach works to help young professionals and their families create actionable financial plans, safeguard against risks to their financial health, and overcome the complexity of retirement planning, allowing them to live comfortably into retirement.

Zach first started at Gilbert Wealth Management in 2008 as a part-time assistant eager to learn the industry. After pursuing other full-time work opportunities and education, Zach completed his BBA at Thompson Rivers University in 2019 and will be graduating with his MBA from Athabasca University in May of 2022. Zach currently holds his Canadian Securities Certificate and his LLQP insurance license, with the goal of obtaining the Certified Financial Planner designation.

A Kamloops native, Zach has always been an active participant and volunteer for local sports. Zach’s passion for youth sports was rekindled in 2019, when he was appointed President of the Kamloops Ball Hockey Association, aiming to create an affordable and sustainable youth hockey experience. Weekends he can be found at the rinks scouting amateur hockey or with friends enjoying game nights.

Strategic Partners

Joint Case Consultation Ongoing Education & Training	Employee Benefit Specialists