Office Phone: (705) 675-1444
Toll Free Phone: 1 (866) 272-4409
Brian Gilroy Home: (705) 969-5481
Bradley Gilroy Cell: (705) 919-4723
Brian G. Gilroy, CFP, CHS: email@example.com
Bradley B. Gilroy: firstname.lastname@example.org
Office Fax: (705) 525-2140, ATT: Brian OR Brad
Toll Free Fax: 1 (800) 201-9488, ATT: Brian OR Brad
430 Westmount Avenue, Unit S
Sudbury, ON P3A 5Z8
Please send us a message with your new address. If your address change triggers a review that requires additional information, we will reach out at the number you provide. We hope you love your new home!
Please send us an email including a photocopy of the new banking information. Online banking forms that show your account information may be only be deemed acceptable if they bear your signature and are stamped by the institution from which they are obtained within a specified period, usually 3 to 6 months.
If the payor is changing as well, new PAD forms may be required and we will reply to the email address you use to contact us.
Your financial plan has value only if your financial plan is accurate. Your financial plan is only accurate if it takes into account all the variables over which you have control. To that end, we ask new clients to bring the following documents to their financial planning fact finding meeting and subsequent reviews:
Looking for in-depth information about registered accounts? These links provide information from Canada Revenue Agency about some of our most commonly employed tax-advantaged accounts:
You don't have to. You can have us both!