The Wells Gibson Way
At Wells Gibson, we put your life at the centre of our conversations because we’re committed to helping you identify and pursue the fulfilling and meaningful life you desire for you and your family. Our comprehensive Wealth Planning service pivots around three pillars…
our unique wealth planning service
Authentic Portfolios™
our evidence-based investment strategy
Wells Gibson Connect™
your entire financial life in one place
As your trusted partner, you will have a reliable, experienced person you can contact, someone who will act as a sounding board and provide impartial second opinions. Furthermore, we will seek to help you avoid making the wrong decisions, at the wrong time, for the wrong reasons.
How we make it happen
Week 1
Discovery Meeting
By Week 7
WealthPlan Meeting
By Week 9
Commitment Meeting
By Week 13
Welcome Meeting
Quarterly
Progress Meeting
Annually
Annual WealthPlan Meetings
At Wells Gibson, we want you to experience excellence when it comes to service.
This roadmap serves to guide us wherever you are on your financial journey – still working but edging closer to retirement; already retired with an existing portfolio; or ready to invest a welcome windfall to support you and your family in years to come.
Between meetings, you will be able to contact Wells Gibson by phone, email, or via Wells Gibson Connect, our mobile app and web-based portal.
And our fees? Full details are here.
