We start by listening to clients’ needs, dreams and hopes for the future. Then we investigate our clients’ current situation. Combining the Information gathered with sound financial planning techniques and rational projections we can provide recommendations to best optimize results.
Michael Giligson, B.Com, CFP, CLU, RHU, GBA
Lead Planner & President
Michael Giligson has been involved in personal financial planning and the financial services industry for over 20 years. After completing his Bachelor of Commerce (Double Major: Finance and Marketing) at the University of British Columbia(UBC) he began his career in Commercial Banker at a Major Canadian Bank.
He then went on to become Account Manager, Employee Benefits for the Great – West Life Assurance Co.
During this time he also began his personal financial planning practice and completed his Diploma in Accounting from UBC; his Registered Health Underwriter (RHU) and Certified Financial Planner designations.
In 2008 Michael received his Chartered Life Underwriter (CLU) designation; as well as his Group Benefits Associate(GBA) designation.
Michael works with individuals looking to make the most of their financial situation. Much of his practice is focused on helping clients achieve their savings and family protection goals.
He is also focused on helping individuals who are self employed, business owners and professionals. Michael can provide these types of clients with tax and debt strategies that will help them make the most of their finances over the long term.
Contact him today so he can help you achieve the goals you have for yourself; your business and your family.