Planning That is Aligned With What Matters

Financial Planning for Families and the Futures they are Building

Complete Financial Planning
with Gilbert Wealth Management

Based in sunny Kamloops, BC, we are an independent financial planning firm providing personalized investment and insurance strategies tailored to your goals, values, and lifestyle.

Through trusted strategic partnerships, we offer clear, unbiased guidance—from investment management, including alternative solutions, to comprehensive insurance planning

—so you feel informed, confident, and supported every step of the way.

We do things differently.

We focus on working side by side with our clients offering them truly personalized advice and service.

Let's Connect

Who We Work With

Whether you’re just starting out, growing a business, planning for the future, or navigating a major life milestone, we provide guidance tailored to your unique goals.

Professionals

Financial planning for professionals: tax strategies, investing, wealth growth, retirement planning

Individuals & Families

Personal finance for families: budgeting, investing, insurance, retirement, and wealth protection strategies.

Self-Employed

Self-employed business owners' financial planning: income stability, tax savings, investing, retirement strategies

“We started working with Tony over 20 years ago and he has helped us in all areas of financial planning both personally and corporately. His personal service and thoroughness in planning has given us a greater understanding of what we need to do as we enter retirement. If you don't have a strong personal relationship with your advisor call Tony"

Tim & Audra Funk

Retired Owners, Funktional Electric

Contact

#9-1390 Hillside Drive

Kamloops, BC V2E 0A6

Office (250) 377-8663

avery@gilbertwealth.ca