We are in the goals business
Comprehensive financial planning requires an interactive, personal relationship. As your financial planner, we use our professional judgment and expertise to help guide you on a path to reach your financial goals.
At Gawthrop Financial Group, our mission is to help you live life to the fullest by guiding you towards great financial decisions. We want to ensure that you, our client, maintain peace of mind in all areas of your financial plan.
"Canadians who engage in comprehensive financial planning report significantly higher levels of financial and emotional well-being than those who do limited planning or no planning at all." (Source)
With over 30 years of experience in the financial planning industry, we demonstrate empathy, inspire trust, and posses the dexterity to guide you through confusion and uncertainty to better long-term financial health. We provide expert advice that goes beyond investment management, while applying technology efficiently and understanding what digital solutions might work best to meet your needs.
Some of the areas we can help:
- day-to-day financial management
- investments (which vehicle is right for you?)
- insurance and risk management
- income tax planning
- retirement needs and expectations
- estate planning