Sally Gelpke -- CFP, BA, MEd

Wealth Advisor

LinkedIn

Ottawa Parliament

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

Wealth Advisor in Ottawa

Recipient of Top Financial Advisor by Faces Ottawa magazine.

Personal finance can be a confusing and lonely burden. I clarify and simplify the process through a three-fold strategy:

  1. I thoroughly analyze my clients’ current financial situation.
  2. I develop a customized action plan to fit their needs and goals
  3. I continue to meet with them to hold them accountable for these goals, and help them develop new ones.
The financial clarity I provide and maintain is the source from which all else springs—be that family life, professional development, or personal dreams.