WFG Canada

Gilbert Wealth Management, located in Kamloops, BC, offers a comprehensive range of financial services, including financial planning, investments, insurance, and estate planning. Led by Tony Gilbert, a Certified Financial Planner, the firm prides itself on providing personalized and reliable advice tailored to meet the unique needs of each client. With over 20 years of experience, the team at Gilbert Wealth Management is committed to building strong relationships with clients, ensuring they are well-informed and confident in their financial decisions. Testimonials highlight the firm's approachable and thorough service, which has helped clients navigate various financial challenges and prepare for retirement. Generated from the website

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.