Ron s. gilbert

Lifecycle Financial Strategies

About

I am independent financial advisor with knowledge in a variety of areas. It’s important to distinguish my independence because I work for you and not an individual insurance company or investment fund dealer. I maintain working relationships with many of the top fund companies and insurance carriers and have the flexibility to customize a plan for each individual situation. My goal is to find the right solution for you now and build a strong relationship built on friendly service and dependable advice. My view is long term, I work to earn your trust and be your resource for financial and estate planning for many years into the future. My services include Retirement Planning, Estate Planning, Group Health Plans, Executive Benefits, Life Insurance, Disability Protection, Key Person Insurance, Shareholder Agreement Insurance, Tax Free Savings Accounts, Non Registered Savings, GIC’s & GIA’s, Critical Illness Insurance, Health Spending Accounts, Long Term Care Insurance, Universal Life Insurance, Whole Life Insurance, Mortgage Insurance, Term Life Insurance Strategies. Contact me today to discuss your current and long term objectives.

Ron S. Gilbert (Broker)

I am a broker with an extensive background in financial services industry. My work history includes consumer finance, stock broker/bond underwriter, sales and marketing management, complemented by a lengthy tenure with Sun Life Financial and Freedom 55 Financial.

Our family has resided in the Barrie area since 1972. Giving back to the social fabric of the community in which he lives, works and plays is a priority. I have held positions as President and Treasurer of Rotary, Director of Royal Victoria Hospital, Director of Ontario Ski Resort Association, and President of Crime Stoppers for Simcoe, Dufferin and Muskoka. Consider this introduction, a personal invitation to arrange a free, no obligation meeting to address any strategic concerns you may have.