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Creating a Financial Plan for

Financial Freedom

Plan for tomorrow. Live for today.

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Learn about what we do and our approach to helping you create your successful future!

Achieving Success by

Working Together

We work with our clients as a partner, walking alongside them towards their goals.

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Learn about what we do and our approach to helping you create your successful future!

Guiding you to your Financial Goals

Achieving Peace of Mind

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Learn about what we do and our approach to helping you create your successful future!

 

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Why Gillrie Financial Strategies?

Avoiding undue sacrifice while making investments is one of our core values. You should be able to live your life now, without worrying about the future. With Hal’s dual licenses, in life insurance and exempt market, he has the ability to deliver products other financial planners may not have access to. Your unique needs and goals deserve a financial planner with a unique approach.

About Us

We have strong roots in Central Alberta and we are proud of our relationships with the hardworking people who live and work here. All strategies and plans are 100% tailored to your goals and circumstances. Serving Red Deer and surrounding area since 1984, we understand where you’re coming from.

Our Philosophy

We’re about Creating successful futures for people who care. We provide you with options that fit your needs and circumstances and strategies that will help you protect the people you care about and work with you to achieve your immediate and long term goals.

Our Process

Our mission is to help our clients define their goals, then develop a plan to achieve them. Once a plan is in place, we work closely with our clients to make adjustments to meet their changing needs and circumstances.

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OUR SERVICES

We are dedicated to providing investment management, strategic wealth financial security planning for clients who fit our Ideal Client Profile. Simply put, we strive to be our client’s trusted advisor.

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Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.

 

Our Process

A strong planning process is the best way to create a more financially secure plan.

 

Our Ideal Client

The clients we serve best share certain characteristics and are the foundation of our Ideal Client Community

 

Risk Management

How do I make sure my loved ones are taken care of after I’m gone? We have access to a wide variety of insurance products and will with you to find one that fits your exact needs and expectations.

 

Financial Freedom

What can I do to improve my financial situation? We can review your income, spending habits, and other financial details to create a financial security plan that lets you keep more of your own money.

 

Small Business Solutions

I’m a small business owner. What kinds of solutions can Gillrie Financial Strategies offer me? We can provide access to customized group benefit plans for your business including life, disability, critical illness, health, dental and vision insurance.

Looking to learn more?

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Hal Gillrie

Certified Financial Planner; Chartered Life Underwriter; Chartered Financial Consultant

Hal Gillrie is a financial planner and insurance agent and private wealth advisor with over 30 years of experience in the financial services...

Heather Plett

Office Manager

Heather has worked in an Administrative capacity for Gillrie Financial Strategies since 1996 and overall has more than 25 years’ experience...

Jackie Brooks

Administrative Assistant

Jackie is the one who greets you when you come in or takes your phone calls. She’s been with us since 2012 and carries out varied...

LATEST BLOG POSTS

How to Save Money
Nov 29, 2018 by Gillrie Financial Strategies

Whether it is preparing to pay off a loan or eyeing up a potential vacation, saving money is a tough task. Far too often our immediate financial needs and wants take precedence, while our poor old savings accounts have to take a back seat. During 2018, the average Canadian household savings rate currently hovers at roughly 4.4%1.

That number is far too low to help us relax poolside in the sun come springtime! So what can we do to improve our savings?

Separate...

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4 Ways to Minimize Financial Anxiety
Nov 29, 2018 by Gillrie Financial Strategies

If you have woken up in the middle of the night to a money-related panic attack, do not worry - you are not alone. It is natural for us to worry about our financial situation as it dictates so many facets of our everyday life. Nevertheless, financial stress is a big deal and needs to be addressed.

Money driven anxiety is also becoming a growing concern for the younger population. Millennials are taking out larger student loans than ever before and facing an increasingly fluid job...

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Video: The Importance of Financial Goals
May 03, 2018 by Gillrie Financial Strategies

These are the obstacles we all face in trying to achieve our financial goals:

 
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Contact info

  •   Suite 225, 5114 - 58 Street, Red Deer, Alberta T4N 2L8
  •   403-309-7686
  •   info@gillriefinancial.com

Our hours are:
Monday to Thursday 8:30am to 4:30pm; Closed 12-1
Closed Fridays and Statutory Holidays

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