Sally Gelpke -- CFP, BA, MEd

Senior Financial Advisor

LinkedIn Twitter

Balanced stones

"If I had to describe Sally in two words, I would choose ‘knowledgeable’ and ‘trustworthy’"

Financial Planner in Ottawa

Recipient of Top Financial Advisor by Faces Ottawa magazine.


This website is designed to assist prospective clients in gaining an understanding of my approach to financial planning and to act as a tool for existing clients in deepening their understanding of financial planning.

If you are a prospective financial planning client, I encourage you to take a moment to browse our client testimonials and to read  frequently asked questions posed by clients.  You may also wish to read the recent  articles on financial planning that I post.

Sally Gelpke -- CFP, BA, MEd