About Us

Client Service

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.

Both the world of finance and the family home can be unpredictable places. With this in mind, once your financial strategy is in place, we’ll continue to work with you by monitoring both your plan and your own evolving needs to make any necessary adjustments that take into account your new circumstances. You don’t have to sacrifice the present to ensure a financially secure future. You can plan for tomorrow while living for today.

Philosophy

Hal is unlike a lot of financial advisors in both his approach and philosophy. He does not wear a suit and tie to work, and he believes that you should live your life now, while still planning for the future. He wants to help people achieve their financial goals without making undue sacrifices. Hal is at his best working with clients who share his values. When it comes to these clients, Hal focuses on quality, not quantity, focusing his efforts on business owners, professionals, families and individuals who live in Central Alberta.

Hal’s experience and dual licenses in life insurance and exempt market allows him to create customized strategies for each client’s specific needs. He helps his clients ensure successful futures for themselves and their loved ones. Hal believes in a hands-on approach and strives to establish relationships with his clients with an eye toward the bigger picture.

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 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.

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 in the life insurance industry. She has taken courses over the years to earn the industry designation of Associate, Customer Service (with honors) and has made that her priority and commitment. You will experience her warmth and love of people when you call our office and discuss your customer service needs.

Heather, and her husband Ron, have lived in Alberta all their lives and since 1989 have made Red Deer their home. They both enjoy traveling and golf and enjoy trips that combine both elements.

Heather is also an avid volunteer in her community in many capacities and since 1996, has been involved with the Christopher Leadership Course of Canada as an instructor and in many positions on the local and national boards.

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 administrative functions including processing the forms for various changes on clients’ policies.

As a retired Human Resources professional, she has many years of experience providing services to and assisting customers and clients.

Born and raised in the Eastern Townships of Quebec, she has also lived in Vancouver, Ottawa, Calgary, and is now in the Red Deer region.

Jackie lives for golf. She sees herself and her life as being “not over the hill, but on the back nine.” Her spare time is spent mowing the large lawn of her one-acre country property or snow blowing her very long driveway.

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