Welcome to the
Rob Gillrie Team.
Rob Gillrie CFP®, CLU, ChFC
Senior Financial Planner
Edmonton, Alberta
About Rob
Rob grew up in an insurance and investment background. He was privileged to follow in his father Larry’s footsteps, and entered the financial planning industry in 1987. Throughout the years, Rob and his team have grown their business one client at a time by building relationships based on sound advice and ongoing commitment to exceptional client service. In 1994, Rob’s wife, Kim joined as an integral business partner and office manager. In more recent years their daughters, Alyssa and Cassidy have joined the team, each earning their Bachelor degrees from the University of Alberta and PFA (Professional Financial Planner) designations through The Institute for Advanced Financial Education. A strong believer in lifelong learning, Rob has earned his CFP (Certified Financial Planner), CLU (Certified Life Underwriter), and ChFC (Chartered Financial Consultant) designations. He is also a multiple recipient of the National Quality Award, which recognizes his commitment to the outstanding service of his clients. Rob is in the financial planning industry to help his clients achieve financial stability, and to assist clients in working towards a worry-free retirement and the realization of their financial goals.
The Rob Gillrie Value Add
Rob provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Rob works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.
The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Rob measures his success by how well he has helped his clients achieve their specific goals and objectives.
Rob's Approach to Wealth Management
Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Rob and a licensed portfolio manager from Optimize are outlined in detail below.
- Financial Planning
- Investments*
- Will & Estate Planning
- Loans & Mortgages
- Insurance Solutions**
*Investment Advice is only offered through a licensed Optimize Portfolio Manager
**Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba
Contact
rob.gillrie@optimize.ca
780-485-6911
780-466-6953
Office Location
Rob's Wealth Management Team
Nick Cup
Portfolio Manager
Harris Whiting
Associate Portfolio Manager
Kim Gillrie
Office Manager
Alyssa Gillrie
Senior Financial Planner
Cassidy Holyoak
Senior Financial Planner
Contact us
Who we are
We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, no load advice and personalized service, coupled with our financial strength and premium returns. The values we stand by are honesty; persistence, teamwork, and excellence.
How we help Advisors
As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Advisors build a better business while providing your clients with expert financial advice.
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