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Parm Gill

Senior Investment Advisor

  • CFP®

Working together to help you achieve what truly matters to you

Having immigrated to Canada from England with my parents, I saw firsthand the amount of time and effort my parents invested and the sacrifice they faced to support our family. These are lessons I instill in my own kids to this day, and is the cornerstone as to why I am so passionate about helping my hardworking clients achieve their life goals.

 

Showing a natural inclination towards analyzing numbers and providing solutions, I take a true interest in understanding and building personalized financial plans for pre-retirees and retirees. Creating a blueprint aimed at seeing my clients through retirement and with the goal of allowing them to live their ideal lifestyle is just as fulfilling to me.

 

My process begins with a thorough discovery meeting, where I get to know you and what is most important to you. With sincerity, I will provide an upfront, realistic assessment of your goals, based on your scenario. Grounded in your goals, your personal financial plan will be created and presented to you in a following meeting. Only with your agreement, will your plan be implemented. We will then discuss next steps.

 

I genuinely care for the well-being of my clients. I do my best to take the stress out of deciding where to invest and I am here to be the main point of contact for my clients' financial health.

 

ADDITIONAL CONTACT

Branch Office: (905) 501-8200
Branch Fax: (905) 501-8231

Additional Information

The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.

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Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

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