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.”
Jeff Erauw CPA, CA, CFP is a Partner at Good Redden Klosler, a mid-sized firm in Simcoe, Ontario servicing owner-managed business owners through an integrated model uniting accounting, taxation and financial planning expertise.
As Co-founder of The Empowered Estate, I bring over
20 years of experience as a legal administrator specializing in Wills &
Estates and Real Estate. I’ve seen firsthand how navigating the complexities of
estate administration can strain families and leave executors overwhelmed.
That’s why I’m passionate about creating a holistic approach to executor
support that empowers individuals who take on this responsibility to do so with
confidence and clarity.
I offer practical tools and thoughtful resources to help
executors and families work together harmoniously. My mission is to shift the
narrative around estate administration from one of stress and conflict to one
of preparation, communication, and trust.
Together with my business partner, a funeral director and
death doula, we combine our professional expertise with a family-focused
perspective to address not just the technical, but also the emotional and
relational aspects of end of life planning.
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.
Veteran Financial Advisor PFP designation, 27 years with Edward Jones....helping families with a farming background with their particular financial strategies..finding out what important to them and finding a way to get there
Welcome to the journey toward financial freedom! With over 15 years of experience in the financial services industry, I'm here to guide you with a gentle hand and a genuine connection.
As an Edward Jones financial advisor and a Certified Estate (CEA®) and Master Financial - Philanthropy (MFA-P™) professional, inclusivity and connection are fundamental to my approach. I believe in taking the time to understand your unique goals and dreams before charting a personalized financial strategy tailored just for you.
My personal journey as a two-time cancer survivor has instilled in me a deep appreciation for life's challenges and the importance of a holistic approach to all aspects of well-being, including finances.
Backed by the resources of Edward Jones, I offer unwavering support to help you navigate the complexities of managing your finances. Together, we'll transform any financial concerns into a roadmap for success, revisiting your plan regularly to ensure it aligns with your evolving goals and vision for the future.
My commitment to you goes beyond mere numbers—it's about transforming financial uncertainty into confidence. Let's start this journey together with a simple step—reach out to me via phone or email, and let's create a brighter financial future, together.
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.