As a financial advisor learning the business under the mentorship of Brian Gribben at Brian Gribben Insurance Planning Inc. (BGIP), I’ve had the privilege of watching firsthand what true leadership, dedication, and excellence look like in our industry. Brian doesn’t just offer financial guidance—he transforms lives. This year, Brian was awarded the President’s Award of Excellence for Lead Advisor in Investment Sales and Overall Lead Advisor by Qualified Financial Services (QFS)—a prestigious national honour recognizing the highest standard of professionalism, client service, and results in our industry.  

Brian has had the privilege of working alongside the QFS President, Kevin Cott, for over 30 years. Kevin shared at the award ceremony, “Brian will go down as The Agent I’ve had the pleasure of working with, mentoring, and travelling with”. Brian received these performance-based awards as he was the highest AUM (Assets Under Management) holder among all QFS advisors. His bond with QFS runs deep, personally and professionally. 

A Masterclass in Personalized Financial Planning 

Brian’s financial planning process is built on the foundation of understanding before advising. Every client interaction begins with an honest conversation to get to know their values, goals, and concerns. From there, he tailors financial solutions that are both realistic and visionary—strategies designed to protect, grow, and eventually pass on wealth.  

Under Brian’s mentorship, I’ve come to appreciate how crucial these early conversations are. They reveal not only financial realities but also the hopes and legacies people are striving to build. His step-by-step process—introductory meetings, plan reviews, strategy sessions, and ongoing reviews—ensures that every plan remains relevant and adaptive to life’s changes. 

The Services That Make a Difference  

At BGIP, we provide a full suite of financial services with the goal of helping our clients live more secure, confident lives. These include: 

• Insurance Planning – Protecting income and assets with tailored life and health insurance solutions. 
• Investment Services – Helping clients build diversified portfolios that support long-term goals and minimize unnecessary tax exposure. 
• Retirement Planning – Creating a roadmap for financial independence in retirement, designed for peace of mind. 
• Financial Management – Encouraging disciplined saving and smart debt strategies. 

• Legacy and Estate Planning – Assisting clients in leaving behind a meaningful, tax-efficient legacy for their loved ones. 

   

We help our clients find clarity and confidence on their financial journey. Brian has taught me that these services are more than products or plans—they’re instruments of trust, empowerment, and transformation. 

A Mentor Who Leads by Example 

As someone following in Brian’s footsteps, I am endlessly grateful for his mentorship. I’ve seen how financial planning can genuinely change the course of a family’s future—because Brian has shown me how to make that happen with integrity, commitment, and heart. 

Today, I invite our entire community to join me and our team in celebrating Brian Gribben for his unwavering pursuit of excellence, his leadership in our profession, and his decades of dedicated service. We’d like to thank QFS for honouring Brian, and we look forward to having another excellent year together.  

Brian, thank you for showing us how to lead with vision, serve with purpose, and live with meaning. 

If you would like to learn more about BGIP, simply go to: 

https://www.bgip.ca/contact

To read more than from BGIP go to our blog at https://theinvestorscorner.ca

We look forward to serving you,

See you soon,

Susan O’Connor and the BGIP team.