About Gilbert Wealth Management

Our Firm

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 strategic partnerships with outside individuals and firms that enable us to address every client situation possible. By having choice we never put the square peg in the round hole.  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.

What we do is to consolidate all of your family assets into one balanced program so that you can improve your asset accumulation in less time with fewer risks along the way. This means that you are more likely to spend your golden years watching your grandchildren growing up instead of nervously checking your bank balance or the stock market.

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.

Strategic Partners

Joint Case Consultation Ongoing Education & Training	Employee Benefit Specialists