Our Team

If you are seeking financial planning advice, insurance, or investments, our financial advisors are here to help. We take a team approach to your financial health by pooling our expertise, and supporting each other, so that we can best meet your individual requirements.

Because the needs and the complexity of an individual’s finances varies significantly depending on age, net worth, marital status, and other factors, our approach to providing our clients with financial planning services varies as well. This allows us to enjoy long-lasting relationships with a diverse range of clients.



Office Manager


Please call us at (250) 614-1366 or email us to arrange an appointment and take the first step to consolidating your financial life to one trusted team…the Gilchrist Financial Services Team!

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