Flora Gillis

Flora Gillis

Investment Advisor

CFP®

Working together to help you achieve what truly matters to you

Phone

Office

(902) 492-2460

Office Location

1791 Barrington Street, Suite 1700 Halifax, NS B3J 3K9. map

Being in the financial industry since 2000, my team and I believe that each client’s needs are truly unique. Our goal is to offer clients relevant, customized wealth advice they deserve - and we can do that only by fully understanding them. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.

By taking the time to truly understand your unique circumstances and what's important to you and your family, we can assist you in defining your goals and determine a suitable plan to help you realize them. 

I believe strongly in collaboration with my clients to ensure a solid foundation for working together. This is fostered through active listening and ongoing communication and begins with a deep discovery about you and what you hope to accomplish. This becomes the blueprint for your personal financial priorities, and as your life changes and these priorities evolve over time, so does your Wealth Plan. Executing a well-planned, risk managed investment strategy that is resistant to market volatility is at the heart of helping our clients attain their long-term financial goals.

My commitment to you is to be transparent, honest and to work hard in helping you achieve your vision for your future, gaining the financial confidence to live your best life now and the rewarding life you're looking forward to in retirement.  

Women in Financial Markets

Traditionally the Financial Industry, and in particular the role of Investment Advisor, has been predominantly held by men. Recently however, there has been a tremendous shift in women being recognized and appreciated for bringing a new female perspective to the investment and financial advice landscape. I am fortunate to be working with a truly progressive employer who values and promotes gender equality across all lines of business. TD is an industry leader in this respect.

This shift is also being seen with women increasingly taking the lead concerning family finances and investment decision making. Affluent, successful women professionals, executives, entrepreneurs and business owners are growing in vast numbers and have unique needs. I feel I'm particularly aligned with and sensitive towards these needs.  Furthermore, many mature women in retirement find themselves in unfamiliar circumstances, through divorce or the loss of a spouse, where they are now the sole financial decision makers. This can be a difficult adjustment, one which I am confident I can provide the support needed for this transition.
 
About Me

I believe maintaining a high level of education is very important in this ever-changing environment.  After receiving my Bachelor of Business Administration degree, with a major in Finance and minor in Portfolio Management, from Acadia University, I obtained the following certifications and designation: Canadian Securities Course, Conducts and Practices Handbook, Wealth Management Essentials and Certified Financial Planner designation. 

I grew up in a large Cape Breton family and currently reside in Bedford.  When I'm not in the office, I cherish spending time with our three boys, Jesse, Jayden and Noah.  All three boys are active in sports, largely playing competitive hockey.  Personally, I enjoy running and golf in the summer months and skiing in the winter months.  I also love to read, cook and garden in my spare time.   My own retirement dream is to do more of these things with my family.  In planning my retirement, it allows me to relate and appreciate helping my clients steer towards their retirement dreams.

Certificates

CFP®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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