SA
Client Service Specialist
DB
Financial Security Advisor
AT
Certified Financial Planner
TA
Marketing Assistant
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Gillespie Adams & Associates
Finance · Canada · 1-10 Employees
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Overview
Headquarters
17817 Leslie St Unit 31, Newmarket, Onta...Phone Number
(905) 853-2586Website
www.gillespieadams.caRevenue
<$5 MillionIndustry
About Gillespie Adams & Associates
Gillespie Adams & Associates, established in 1985, specializes in providing financial advice and consulting services for retirement and estate planning, life and disability insurance, and employee benefit plans. They manage over $120 million in investment assets and over $100 million in annual life insurance premiums, serving both individual clients and businesses across Canada. Their approach emphasizes understanding investments and maximizing value through tailored financial solutions. The company is committed to helping clients achieve their financial goals with a focus on education and personalized service.Explore more
Gillespie Adams & Associates Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Gillespie Adams & Associa...
<$5M
1-10
Private
-
2005
KB
Karin BarkerElder Planning Counselor, Certified Executor Advisor, Financial Security Advisor, Partner
Gillespie Adams & Associates Tech Stack
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Frequently Asked Questions Regarding Gillespie Adams & Associates
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Gillespie Adams & Associates, established in 1985, specializes in providing financial advice and consulting services for retirement and estate planning, life and disability insurance, and employee benefit plans. They manage over $120 million in investment assets and over $100 million in annual life insurance premiums, serving both individual client... Read More
