A Senior Wealth Advisor for more than 25 years, Gilda helps individuals and families achieve their financial goals, accomplish their dreams and transition through a variety of life-changing events. Her mission is to partner with her clients to make their lives better

As a seasoned Senior Wealth Advisor, Gilda specializes in providing comprehensive financial strategies with vast experience in intergenerational wealth transfer. Combining deep expertise in wealth management with a client-first approach, Gilda takes the time to truly understand each client’s unique financial situation, goals, and values.

She specializes in the development and implementation of comprehensive financial planning tailored to each client’s life stage, investment objectives, risk profile and time horizon.  Gilda is dedicated to simplifying and enhancing her clients’ lives through high-quality investments and risk management strategies.

Her strength is the one-on-one relationship that she develops with each client and their family.

Working with a network of highly skilled professionals in the areas of Tax Planning, Private Wealth Management and Estate Planning, Gilda builds relationships based on a holistic approach that is thorough and personal.

A licensed life insurance advisor since 1995, she received her mutual fund license in 1999 and in 2007 achieved her CFP® Certified Financial Planner designation.

A lifelong learner, she has completed numerous courses including the Canadian Securities Course, Conduct & Practices Handbook and WME.

Gilda is a member in good standing with the Financial Planner Standards Council (FPSC) and the Canadian Institute of Financial Planners.