Family financial planning that lasts for generations
Located in Kelowna, Gibbings Aylward Group helps affluent families create and preserve wealth that endures. Our family financial planning approach combines structure, clarity, and care, ensuring that your values and resources remain connected across generations.
Our coordinated team
Family financial planning works best when all aspects move in tandem. Our team of planners, insurance specialists, and investment professionals collaborates as one, designing a complete strategy before involving your accountant and lawyer. This integrated approach keeps your plan aligned, consistent, and ready to evolve as your family grows and changes.
Generational planning with purpose
We believe every generation should understand both the “how” and “why” of wealth. Through structured meetings, education, and shared conversations, we involve children and grandchildren in the process from an early stage. From beneficiary design to family governance, our financial planners help ensure that your legacy, both financial and personal, moves forward without conflict or confusion. This intentional generational planning builds stewardship, confidence, and unity that lasts for decades.
Freedom and continuity for families
The goal of our work is freedom. The freedom to spend time with family, to travel, to give generously, and to live with confidence knowing your plan is complete. Through comprehensive family financial planning, we help clients manage their cash flow, optimize taxes, and prepare their estates so that every generation can thrive with purpose.
