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ABOUT US

Meet our Team of Experts

Dave Gillard

Partner

Dave Gillard

Dave has over 15 years of industry experience specializing in wealth management strategies and estate planning for private corporations and their shareholders. His goal, with all his clients, is to deliver and support innovative financial strategies to meet the unique needs of each client.

Dave’s deep understanding of insurance products and their applications create structures which bring tremendous value to clients and their advisors. Outside of the financial world, Dave is a father and a husband of a very active family. From surfing in San Diego to cycling and skiing in Vancouver, Dave enjoys all the west coast has to offer.

Uncommon Solutions

We specialize in designing unique solutions tailored specifically to maximize the financial success of business owners and incorporated professionals.

Impact

We have perfected planning methods to increase client’s wealth, focusing on delivering maximum value and desired outcomes.

Collaboration

We provide the best solutions for valued clients by working with existing advisors when implementing our
customized solutions.

Expertise

We provide uncompromising commitment to excellence. For over a decade, we’ve offered our services coast-to-coast and internationally, with proven success.

LEARN MORE ABOUT OUR SOLUTIONS

The most valuable call you’ll make

Your time is a limited resource, and so is ours. In 15 minutes we can walk you through our innovative solution to optimize the financial success of entrepreneurs and professional business owners. If you haven’t spoken with our team, you’ve never seen this tool before. You’ll want to stay on the call longer – we guarantee it.

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