Gillian Singh
PFP^®, BA hons

My Background

"What is the utility of wealth to your life?" This is the foundational question that I ask each client. The answer, determines the next steps of building a Wealth Plan. It encompasses a bespoke investment strategy built to be current and agile and a financial plan including cash flow requirements, net worth goals, funding expenses, contingencies for life’s surprises and retirement ambitions. Through a consultative approach, I strive to provide a holistic wealth management experience.