Have you ever received a compliment so nice that it left you speechless? I did, a couple of months ago, from a client called Frank, and it was the nicest compliment of my 43-year career.

Now, this compliment wasn’t simply about building wealth and making money.

No.

Frank's compliment was much more sentimental than that. It was about the partnership we have formed while completely transforming his financial future together. 

When Dr. Frank Pasztor and I first started working together over a decade ago, he was in a spot where many successful people find themselves. He was completely focused on his craft. He was scaling his business, Children’s Fitness Centres of Canada and working long hours because he loved what he did and wanted to provide for his family. But there was this underlying confusion about whether he was doing the right things financially. As he puts it, “There was a lot of uncertainty with where I was heading, both in terms of protecting my family and my organization.”

It has been gratifying to watch Frank’s financial transformation over the years. It didn’t happen overnight. Frank describes himself as a skeptical guy, a fact finder who really wants to understand something before he pulls the trigger on it. I deeply respected the trust he was placing in me.We took our time. We worked on life insurance first, then investments, then business planning. And along the

way, something shifted. He recently told me, “The biggest difference you’ve made for me is giving me a greater sense of certainty moving forward in my life. I have a plan in place. A plan that I would have never had unless I met you.”

I could confidently guide Frank because I have intricately learned about his family, his business, what keeps him up at night, and what he’s building toward. I showed him how all the pieces fit together.

Because it’s not just about investments, life insurance or tax strategies in isolation. It’s about how your pensions work with government benefits, how your registered accounts coordinate with your non-registered investments, and how life insurance becomes part of your estate plan. Everything works together as a coherent whole.

Frank has had an incredible financial journey. He’s moved from uncertainty and fear into peace and security. We found a way forward for him financially that feels right for him.

Does your current financial plan feel right for you? Frank’s encouragement means so much, and now I can reveal the best compliment of my life.

Frank shared, “Over the years, Brian has become more than an advisor; he is a confidant and an essential member of our extended family. His guidance has eliminated the need to seek counsel elsewhere, and the peace of mind he provides is beyond measure. In a field where trust is everything, Brian Gribben stands out as a professional of the highest calibre. Someone whose counsel I would recommend without reservation to any colleague or friend.”

We would love to book a no-pressure, free consultation with you and provide some options to make life easier.

Book a chat here: bgip.ca

We can’t wait to work with you,
 

Brian Gribben and the BGIP team.