I continue to earn my client's trust through professional, competent and consistent personalized financial planning. As a Certified Financial Planning professional (CFP) and Chartered Life Underwriter(CLU), I bring a great deal of value to the client relationship. My 30 plus years of professional experience underpins my ability to guide clients through the complexities involved in the development and implementation of a comprehensive financial plan; a plan that will support their lifetime of financial goals. This financial planning process is greater than just retirement and investment planning - it also encompasses planning for estate, gifting, taxation, and risk management. Over time, these strategies will support tax efficient intergenerational wealth transfers, business succession and/or estate transfers.Through my relationship with IG, I have an impressive team of lawyers, accountants and tax/estate professionals that support me in providing clients with the best solutions for their unique situation. Simply put, I offer comprehensive planning wrapped in an extraordinary client experience!
I'm working on opening a new business. My goal is to support people working through the numerous tasks required to have affairs in order in case of incapacity or death.
I'm still trying to find a name for my company and working on marketing. Educating myself is key as well.
Kevin P. Empey is an independent Certified Financial Planner ® with Investment Planning Counsel. He has been helping individuals, families, and business owners achieve their financial goals since 1999. Kevin undertakes a thorough and specialized approach to the development and implementation of comprehensive financial plans for his clients.
Prior to joining Investment Planning Counsel, Kevin was a Professional Civil Engineer in Ottawa, Ontario. He has integrated the same precision, problem-solving, and analytical attributes into his financial planning practice.
Kevin continues to commit himself to maintaining long-term client relationships to help each client reach their financial goals.
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.
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 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.