Meet Our Team
Tony Gilbert
CFP CIM
Tony has been in the financial services industry since 1996 and is a Portfolio Manager with Aligned Capital Partners and an independent insurance advisor. He holds a Bachelor of Business Administration degree from Simon Fraser University and the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
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Tony is known for his clear, client-first approach—taking time to understand goals and keeping financial planning simple and easy to understand. Outside of work, he enjoys spending time with his family, Golden Retriever, golfing, mountain biking, and volunteering with Rotary.
Avery Gilbert
LLQP
Avery is passionate about helping individuals at the start of their financial journey by educating them on investing and the importance of having the right financial safety nets in place. Inspired by her own upbringing around informed financial decision-making, she is dedicated to empowering others to build strong foundations for their future.
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She plays a key role in delivering exceptional client service and keeping firm operations running smoothly. Avery holds a Bachelor’s degree in Human Kinetics from the University of British Columbia and is LLQP licensed, and is currently completing the Canadian Securities Course. Outside of work, she enjoys hiking, backpacking, golfing, and spending time outdoors.
Our Partnerships
We have many strategic partnerships with other industry professionals.
ALL OF THIS WILL BE THE SAME SIZE AND COLOUR, HAENT CHANGE IT YET
Jeff Graham
CFP CLU
Jeff operates as a fully independent financial planner & corporate insurance specialist. He is the sole owner of First Oak Financial Inc, allowing him to provide impartial, client-first advice without outside pressure. Jeff holds a Bachelor of Commerce degree from Thompson Rivers University and carries both the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. He is a member of the Million Dollar Round Table (MDRT), a global association recognizing top financial professionals for excellence and ethics. Jeff resides in Greater Vancouver, BC with his wife and children.
John Askin
LLB
John Askin is the founder and principal of the Wealth Strategy Group. He received his Bachelor of Commerce degree from the University of Alberta and his Bachelor of Laws degree from Osgoode Hall Law School. Prior to founding Wealth Strategy Group in 1998, John was a tax lawyer for 15 years in Alberta and British Columbia.
John works with independent financial advisors helping their high net worth clients with detailed tax and estate planning strategies. He has written many industry articles and other publications along with a best selling book titled 'For Love Not Money'.
