Planning That is Aligned With What Matters

Financial planning built around your future.

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.

From investment management, including alternative solutions, to comprehensive insurance planning, we offer clear, unbiased guidance — so you feel informed, confident, and supported every step of the way.

We do things differently.

No agendas. No bias. Just advice in your best interest.

Let's Connect

Who We Work With

Whether you’re protecting your family, building a business, planning for retirement or navigating a major life transition, we provide guidance to help you move forward with confidence.

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

Confidence Starts with a Clear Plan.

If you’re ready for a more coordinated and intentional approach, we’ll help you bring your entire financial life into focus.

We respect your privacy. Your information is kept strictly confidential and only shared where required or with your consent

#9-1390 Hillside Drive

Kamloops, BC V2E 0A6

Office (250) 377-8663

avery@gilbertwealth.ca