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.