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Gaskell Slimmon Advisory Group

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Address 3201 2nd floor 30th Avenue Vernon BC, V1T 2C6
Telephone Number (250) 260-6307
Email Email us
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Gaskell Slimmon Advisory Group

 

 

The Gaskell Slimmon Advisory Group is an experienced and accredited team of professionals dedicated to helping high net worth individuals, businesses and families manage their wealth and plan for the future. We offer personalized strategies focused on capital preservation and portfolio growth, rooted in a deep understanding of our clients' unique needs and complemented by our continuous pursuit of knowledge in finance and investment planning.

Our discretionary approach is guided by our S.W.A.N. system:

 

  • SECURITY:  Safeguarding your assets and privacy
  • WISDOM:  Offering well-informed, insightful advice backed by decades of expertise
  • ATTENTIVENESS:  Providing personalized service that listens to and responds to your unique needs
  • NURTURING:  Building long-term relationships to support your growth and success

 

 

With the Gaskell Slimmon Advisory Group's 100+ years of combined industry experience, you can sleep well at night knowing your financial well-being is in caring, capable hands.

 

We provide service to clients not only throughout the Okanagan but also coast-to-coast

 

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

Contact us

Address

Gaskell Slimmon Advisory Group Address
3201 2nd floor 30th Avenue
Vernon, BC V1T 2C6
Telephone number: (250) 260-6307
Toll-free: 1 (866) 216-0999
Fax: (250) 260-6308
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.