Sally Gelpke -- CFP, BA, MEd

Senior Financial Advisor

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If I had to describe Sally in two words, I would choose ‘knowledgeable’ and ‘trustworthy’. For years I had wanted to hire a financial advisor but after meeting with several I elected not to as I didn't get a feeling of comfort after meeting with them. After my initial meeting with Sally, I knew that I had finally found someone whom I can trust and who gave me that feeling.
— Gil Nasrallah, Director at CBRE
Signing on with Sally is the best financial decision I have ever made! I can concentrate on my own busy life while Sally manages my investments with integrity. She knows my financial goals and finds successful funds to match. Sally goes the extra mile of not only knowing the funds in-depth, but also following and knowing the fund managers by name. She is passionate about her work and her clientele, and I would highly recommend her. This is worry-free investing at its finest!
— Pam Bhandarkar MacPhee, Electrical Engineer | Registered Yoga Teacher RYT 200
I recommend Sally due to her level of expertise, her strong work and business ethics, her ability to clearly and concisely communicate what she feels needs to be done, and for displaying a very no nonsense but highly personable approach to the business relationship.
— Robert Hilborn, Senior Project Manager at Attain Insight Solutions Inc.
My wife and I chose Sally as our financial planner not only because she came highly recommended from trusted friends and colleagues, but because of her obvious passion for working with clients to achieve the best possible financial situation for them. We retained Sally because she continually under-promises and over-delivers.
— Stephan King, Directorate of Naval Strategy at Naval Staff HQ, Ottawa
The decision to use Sally as our financial planner has proven to be one of the best financial decisions my wife and I have ever made. Sally has far exceeded our expectations and we have found she is highly professional, personable, forthright and responsive whenever questions need answering. I highly recommend Sally.
— Graham Andrews, Senior Developer at Netfore
Sally provided great advice/products. As an example, she managed to triple my additional life insurance coverage for $3 less per month than what I was paying before! She also offered an interesting mix of funds for my RRSP which had been underperforming lately.
— Jonathan Sauvé, Officer in Foreign Language Training (Professional Proficiency) at Department of Foreign Affairs, Trade and Development
Sally Gelpke is a consummate professional. The knowledge and advice you will gain from her is golden. Highly recommended.
— Jamie Robertson, Director of Communications and Parliamentary Relations at National Defence and Canadian Forces Ombudsman
Her personal touch, attention to our needs and ability to provide great returns is appreciated. I highly recommend a consultation sit down with Sally, her professionalism and financial knowledge are exceptional.
— JP Gladu, BScF MBA, President and Chief Executive Officer of the Canadian Council for Aboriginal Business