ORCA Family Wealth Management

ORCA Family Wealth Management is determined to providing clients with meaningful advice and creating impactful relationships with you and your family. Gina Gillberg and Melanie Heidorn are Investment Advisors who have been working in Wealth Management for the last 20 years. Gina has her Financial Management and Financial Planning Diplomas from BCIT as well as her Certified Financial Planner (CFP®) designation and Retirement Specialist designation. Melanie has her Personal Financial Planner (PFP®) designation, Retirement Specialist designation and her Bachelor's Degree in Entrepreneurial Management from Royal Roads University. 

With Melanie and Gina's wealth management experience and education, they develop comprehensive and diversified investment portfolios designed to participate in market gains while helping reduce downside risk and taxes. ORCA Family Wealth Management takes the 4 pillar approach to planning and advice, by leveraging the expertise of other TD specialists regarding retirement planning, implementing tax efficient strategies, and estate and business succession planning.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Our Clients

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.

We See The Whole You

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions including portfolio management, estate and trust services, and tax strategies

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Monthly Perspectives: The Perfect Gift

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Money Talk

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Federal Budget 2024: How proposed new taxes and spending could impact the economy

The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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