• What should I look for in a Comox financial advisor?

    A Comox financial advisor should take the time to understand your full financial life, not just your investments. At Gee Gibson & Associates, we connect retirement income, tax planning, estate planning, investments, insurance and family wealth decisions into one coordinated plan. But we don’t only serve people in the Comox Valley—we also work with clients across Vancouver Island and the rest of British Columbia.

  • How can a financial advisor help when I’m downsizing my home?

    Downsizing can create a significant amount of new cash and a new set of financial decisions. We help clients determine how much to keep accessible, how much to invest, how the proceeds can support retirement income and whether part of the money can be used to help family. Downsizing for seniors can also involve planning for changing housing, health or care costs and updating your estate plan.

  • Should I work with a financial advisor after receiving an inheritance?

    A financial advisor for inheritance can help you understand what the money means for your overall financial plan before you make major decisions. We can help you consider how much to invest or preserve, whether to pay down debt, the tax implications, and whether you want to support children or grandchildren. We also look at how your inheritance may affect your retirement and estate planning.

  • What does estate planning involve beyond having a will?

    Estate planning involves much more than preparing legal documents. A complete plan can include beneficiaries, executors, powers of attorney, insurance, charitable giving, tax planning and conversations with family members. We help clients look at how these pieces work together so wealth can move to the next generation with fewer surprises.

  • How does tax planning fit into financial planning?

    Tax planning looks ahead at how financial decisions may affect the amount of tax you pay over time. We consider retirement withdrawals, investment income, capital gains, family gifts, charitable giving, business transitions and estate planning. The idea is to make tax decisions as part of your broader wealth plan rather than looking at each issue separately.

  • How can a financial advisor help widows and surviving spouses?

    A financial advisor for widows can help organize the financial decisions that often follow the loss of a spouse. Income sources, accounts, investments, taxes, beneficiaries and estate documents may all need to be reviewed. We help surviving spouses understand what they own, what may need to change and how their financial plan can continue to support them in the years ahead.

  • Why work with a CERTIFIED FINANCIAL PLANNER® professional?

    A CERTIFIED FINANCIAL PLANNER® professional looks beyond individual financial products to understand how different parts of your financial life connect. At Gee Gibson & Associates, that means considering your retirement income, investments, taxes, estate, family responsibilities and long-term wealth transfer together when helping you make financial decisions.

  • What is IG Private Wealth Management?

    Through IG Private Wealth Management, Gee Gibson & Associates provides comprehensive wealth planning for clients with more complex financial needs. Our work is particularly focused on retirees and retiring couples, inheritors, home sellers and downsizers, business owners preparing for a sale, surviving spouses and families preparing to transfer wealth to the next generation.