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Gil is married and has three children with his wife
Carol. He grew up on a family farm at Glenavon, Saskatchewan.  The agricultural roots and strong family
influences dominate the value Gil brings to the succession and retirement
planning he specializes in for farming clients and small business owners
throughout the province. Being a CEA (Certified Executor Advisor) enhances
value for those families.

Gil gained his CLU (Chartered Life Underwriter) (1994),
CHFC (Chartered Financial Consultant) (1995) degrees from University of Toronto
and CFP (Certified Financial Planner) designation (1996) from the Financial
Planners Standards Council. The Canadian Securities Course was passed in 1995.
Gil is a Notary Public since 1998. Education and the pursuit of excellence in
financial planning for his clients is a hallmark of Gil’s career.

Outside of work Gil loves to travel, golfing, hiking,
making wine and visiting with family and friends. He has and continues
volunteer activities with Knights of Columbus, Lions Club – past board member
and officer of both, Regina Optimist Dolphins Swim Club - past board member and
officer and with Canadian Association of Farm Advisors (CAFA).

Gil is dedicated to the premise, “We improve people’s
quality of life by simplifying their financial affairs!” He says the following
about his every day work with his clients, “I have great relationships with my
clients. Wealth is not a measure of just assets; to me it is a measure of
well being. I continue to help people wherever I can, using the tools and
talents I have at my disposal.”

As a Wealth Management Strategist, I work with families and professionals to develop a clearly-focused picture of your financial life that guides you to accomplish your goals in a manner consistent with who you are and the resources you control. I discern the best options available for each unique client situation by applying my 10+ years of experience in estate design, risk management, tax efficiency, and government benefits.

Cadence Final Document Services provides software to automate estate settlement tasks and advisory services to assist families and executors with the various administrative tasks after a death. 

We believe that grief is hard enough. We are dedicated to making estate settlement simple. 

Call us today to get started. 

306-500-9625 or toll-free at 1-800-500-2135

My experience the past 24 years in the financial and wealth management profession, have been spent in the private accounting profession, as well as an investment advisor, a commercial banker, then as a private banker and currently occupy a position as a Wealth Advisor. 

My credentials include  B.Comm., PFP and CIWM.

As a Wealth Advisor, my role is through a deep discovery process, help clientele formulate a plan of address for their finances and wealth.  Together, we will prioritize their needs in the short term and long term, addressing concerns  pertaining to their finances and wealth.  During this process, I hope to discern what is truly important to the client, and may even address issues and concerns they may have overlooked or may not have been aware of.  The next step is to assemble a team of professionals from the many departments at my disposal, ranging from private banking, investment management, private trust, will & estate lawyers, and commercial bankers, to fully address all the clients' concerns, and to formulate a truly holistic plan incorporating the many aspects of our clients' lives.  During the execution process of this plan, I co-ordinate the various individuals from multiple departments, and represent the link to the clientele.  This helps to ensure the client  remains the focus of our efforts, and each department conducts themselves in the best interest of the client.

  I offer education and practical advice for the pensive.  I draw contracts and finalize details for the planners.  Consultations are informative and free of charge.  

I am a Certified Financial Planner with over 20 years of experience. I provide expertise in:

• Financial Planning, 
• Wealth Management, 
• Retirement Planning, 
• Risk Management, 
• Tax Planning, 
• Estate Planning,

I began my financial career on Bay St. working for CIBC Wood Gundy as an equity research analyst covering oil and gas stocks. During that time, I earned my Chartered Financial Analyst (CFA) designation. From CIBC, I moved over to TD Asset Management where I spent the next 18 years in progressive roles culminating as a vice-president in the GTA supporting 350 financial advisors. It was during this time, that I gained invaluable experience on what it takes to be a successful advisor. I appreciate the transformative and rewarding role a financial advisor can play in helping Canadians achieve their investment goals and objectives.

After 10 years supporting GTA based advisors with timely investment recommendations, I made the decision to become a financial advisor and became a partner at Brandon Lindsay Insurance Agencies Ltd. Brandon Lindsay was founded in 1982, and is a Toronto based financial services advisory firm offering insurance and investment solutions working in partnership with like-minded individuals and institutions servicing clients across Canada.

Regional Director, Insurance, Western Canada for Manulife Securities Insurance Inc.

Role is to work with Financial Advisors to increase their understanding and knowledge with respect to insurance based solutions. As an understanding of Estates is essential to proper planning, I include educational opportunities that include estate planning as much as possible.

I am a Certified Senior Advisor and LLQP licensed.