Type of company
Financial Services
Services:
Tax
Estate
Retirement & Investment Planning
Pension & Employee Benefit Consulting
Individual Tax Preparation |
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We began in 1985 as an
independent family owned and operated investment and
insurance brokerage serving the communities of
Newmarket, Bradford and Aurora, specialising in
retirement and estate planning.
Today, on
behalf of our business & individual clients we
provide financial advice on client portfolios
totaling over $75 million of investment assets, over
$125 million of insurance coverage and consult on a
number of health benefits plans for businesses
across the country.
We firmly
believe that our clients are best served with solid,
proven investment strategies. This means our
recommendations to clients are based on time tested
strategies that we've used for ourselves and our
families.
We have
found that a buy and hold approach, giving your
investments time in the markets rather than trying
to time the markets will produce consistent
investment returns in the long run
Contact
Greg Gillespie, BBA, CFP
Gillespie, Adams &
Associates
31-17817 Leslie St,
Newmarket, ON L3Y 8C6
(905) 853-2586 Local
(905) 853-4391 Fax
(800) 665-8943 Toll-free
ggillespie@gillespieadams.ca
www.gillespieadams.ca
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