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.
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.
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 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.
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.
Hal Gillrie is a financial planner and insurance agent and private wealth advisor with over 30 years of experience in the financial services...
Heather has worked in an Administrative capacity for Gillrie Financial Strategies since 1996 and overall has more than 25 years’ experience...
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...
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?
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...
These are the obstacles we all face in trying to achieve our financial goals:
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