At Eagle Ridge Financial Services Ltd, we put our clients' needs first. Our clients receive personalized advice along with financial options tailored to their goals and current situation. We believe creativity and a personable approach is the way to do business with your goals and dreams in mind. At Eagle Ridge Financial, we believe life is meant to be explored!
We seek to bring inspiration into our everyday work, fueled by our own experiences and stirred by hearing our clients' dreams. On this website you will find a page devoted to becoming inspired. There's nothing in the world more motivating than a dream worth realizing.
We seek to bring inspiration into our everyday work, fueled by our own experiences and stirred by hearing our clients' dreams. On this website you will find a page devoted to becoming inspired. There's nothing in the world more motivating than a dream worth realizing.
Services
To build meaningful, long-term relationships based on trust with our clients and their families and provide service that helps them make their financial goals and dreams a reality. What's being said about us? I was a Manager of Human Resources and had a mandate to develop and source a new benefits package for our Canadian and US employees.
We see many people facing similar financial situations: Having investments and insurance in various companies that do not work together can create confusion and delays at times when ease of transition, from one investment/company to another should not be stressful.
At Eagle Ridge Financial Services Ltd., we provide our expertise and personal service to share the responsibility with you, helping to ensure that everything is taken care of in a timely manner.Since we have the flexibility to work with many insurers and fund companies, we are able to provide the ability for you to work directly with one of our staff to complete paperwork and seek direction when needed.
At Eagle Ridge Financial Services Ltd., we provide our expertise and personal service to share the responsibility with you, helping to ensure that everything is taken care of in a timely manner.Since we have the flexibility to work with many insurers and fund companies, we are able to provide the ability for you to work directly with one of our staff to complete paperwork and seek direction when needed.
To build meaningful, long-term relationships based on trust with our clients and their families and provide service that helps them make their financial goals and dreams a reality. Your goals + our dedication = A recipe for success. Five key values drive us in finding the right solution to fit your needs and helping ensure that your financial security plan is complete and secure.
Jason Gilmour is a Financial Security Advisor and Investment Representative with Quadrus Investment Services Ltd. with a focus on creating wealth and security for his individual clients, their families, and businesses. A graduate from University of Waterloo with an Honours BSc and Minor in Economics, he began his career with a drive to develop a high level of industry knowledge and strategy.
Elsa works out of our 1 City Centre Drive location. Her knowledge is surpassed only by her dedication to ensuring that all requests are dealt with in a timely manner, with clients' needs and concerns a first priority. Elsa is available by phone Monday through Friday at her own dedicated extension. Catherine Gilmour is a Financial Security Advisor and Elder Planning Counsellor (EPC).
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