Gillian owns and operates a boutique wealth management practice that specializes in exceptional client experiences for retiring and transitioning couples and corporate clients, and also in working collaboratively with legal, accounting and specialty professionals to manage the diverse technical and communications needs of small business owners and their families.
Gillian came to the wealth management business in 2004 with a background in marketing communications, corporate event production, and internet-based education. Together with her father and mentor Gord Stovel, Gillian developed The Family Wealth Process, an simplified annual process her clients enjoy, which achieves ongoing education, builds decision-making expertise and offers peace of mind about personal finances.
A graduate of McMaster University and the University of Toronto, Gillian lives in Burlington with her two sons. She devotes her spare time to her boys, family and close friends, as well as physical, mental and spiritual wellness which she believes are all essential factors in achieving true personal wealth and happiness.
Michelle has worked with Gord Stovel since 1993, Gord's daughter and successor Gillian since 2004, and within the financial services industry since 1991. A graduate of the Investment Funds Institute of Canada Mutual Fund Course, Michelle is also an Insurance Advisor currently working towards a CFP designation.
A seasoned veteran in our industry with a wealth of client service, process management and financial services experience, Michelle has served local peer Advisory Council as well as a National Council within Assante, helping to make our business, our company and our industry stronger every day.
In addition to her professional pursuits Michelle is an active member of the sports community in Mississauga. Past Treasurer and Registrar of Sheridan Baseball Association, she is also past Registrar for the Mississauga Baseball Association. Michelle lives in Etobicoke with her son, Matthew.
Andrew has over 14 years of experience in the financial services industry. He began his career with a full service investment firm catering to high net worth clientele in Toronto. He then co-found a multi-family office dealing with high net worth families and their respective advisors across Canada as the VP of Operations and Client Services Manager.
His focus with our firm resides in bridging the gap between client families and the many advisors they may work with in an effort in provide the ultimate client experience. Andrew graduated from Brock University with a degree in Communications and lives in Hamilton with his wife and two children.