I have worked in the financial services industry for over 20 years and am now a licensed independent advisor. After starting in banking, and working at every position from Teller to Branch Manager, I became a financial advisor licensed with a well-known investment corporation. While living on Vancouver Island for 5 years, I was the Registered Plans administrator for 21 branches of the Credit Union and after moving back to Edmonton, became licensed to sell segregated funds and insurance.
My diversity in financial services has given me an in depth knowledge which enables me to effectively and professionally deal with individual circumstances and challenges.
Outside of my financial experience, I was the owner and manager of a flower shop, have accreditation in interior decorating and home staging which allowed my creative side to also flourish.
Having the opportunity to help people achieve their goals is what makes my career immensely rewarding.
Financial Services Experience
Coastal Community Credit Union
Working with over 21 Branches on Vancouver Island starting from Teller to Head of Registered Plans Administration
Navigator Financial Services
Advisor specializing in Wealth Accumulation and Protection
Harmony Financial Services
Financial Advisor focused on educating and helping clients achieve their financial goals.
1. UNDERSTAND CURRENT SITUATION
2. CLARIFY GOALS
3. BUILD PLAN
4. IMPLEMENT PLAN
5. REVIEW PLAN
Honest, reliable, up-to-date thinking, very accessible with professional positive results. I highly recommend her services.
Gayle has been our financial advisor for a number of years. She has earned our respect and trust. After having determined our needs and expectations, she manages our portfolio without interference. Her decisions are spot on. We highly recommend her services.
We have used Gayle as our financial planner for over 3 years. We find her to be very organized and thoroughly prepared for our sessions. She is excellent with documentation of our appointments and follow up. She is helping us work towards OUR OWN goals with knowledge and professionalism.
Dennis and I are completely satisfied with Gayle as our financial advisor. One thing that impresses us is her patience with all our questions. Neither my husband or myself are knowledgeable on any of these financial details and Gayle has always taken extra time to fully explain everything to us. Her suggestions have proven to be good choices. We would highly recommend her to any future client.