Hal Gillrie is a financial planner and insurance agent and private wealth advisor with over 30 years of experience in the financial services industry. He is a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (CH.F.C.). With his wealth of knowledge in both insurance and investments, Hal offers a comprehensive approach to financial security planning. Having lived here all his life, Hal has deep roots in Central Alberta and is proud to live and work here, serving a population he knows well: hardworking, down-to-earth, honest people.
To earn his CFP designation, Hal had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Hal also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Hal is a longstanding member of several industry associations and served for several years as an executive of the local chapter of The Financial Advisors Association of Canada (ADVOCIS).
Hal lives in Red Deer with his wife Rhonda, who owns and operates a thriving Dance Studio in Stettler. One of their joys has been in being able to explore the world and share new experiences with their two young adult children, Hailey and Tyler.
Hal’s involvements varied as he followed his children through their numerous activities and youth groups. Now that his children are grown up, he has started focusing on developing more personal interests and hobbies such as running, fly fishing, back packing trips and other outdoor and Adventure based travel. To celebrate his 50th birthday Hal participated in a charitable fund raising trip to Africa to support the Amani Children’s Home in Moshi, Tanzania. The trip included the opportunity to climb Mt. Kilimanjaro (the world’s tallest freestanding mountain) and experience a wildlife safari.
Hal very much enjoys ongoing Personal Growth and Lifelong Learning and has participated for many years in an ongoing Life and Business Coaching Program, as well as, numerous camps and courses which help to stretch his mind and body in new experiences and adventures.