Jay Gagnes, CFP, CLU, CPCA

Insurance Consultant

Specializing in corporate tax planning and high net worth personal estate planning, Jay Gangnes is an insurance specialist who works in house as a consultant for Richardson GMP Insurance Services Limited. When an insurance need is identified, Jay works with Richardson GMP’s advisors and their clients to determine how that need impacts their current financial plan and what options are available. Jay and his financial planning team then develop a customized solution that meets the client’s needs and work with Richardson GMP’s advisors to ensure that the implementation of the solution supplements the client’s existing financial plan.

Jay has extensive experience advising clients on the transfer of wealth from one generation to another, including the orderly and tax-efficient succession of family-owned businesses. Working with high net worth clients, Jay identifies their needs and enables his clients to increase their wealth and reduce their taxes, while at the same time providing them with increased security and financial stability.

Jay graduated in corporate finance from the British Columbia Institute of Technology in 2003 and has continued his education over the last decade. He received his CPCA designation in 2007 and his Certified Financial Planner (CFP) designation in 2010. Jay received his CLU designation in wealth transfer and estate planning in 2012 and is a member of the Million Dollar Round Table

 

TEST

 

Meet our team

For more than XX years, our team has been building long term relationships to help families and entrepreneurs achieve success – in other words – helping them live life on their terms.

Advisor Name, Designations, Title
Tel 000.000.0000  Email first.lastname@RichardsonGMP.com

Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team.

 

 

Maureen Glenn, B.A., FLMI, CFP®, TEP, EPC

Vice President, Tax & Estate Planning

Maureen works with Investment Advisory Teams and their affluent clients to navigate the entire wealth planning process; from initial discovery with the client, through to the final presentation. She is a dynamic speaker who can translate complex wealth planning concepts into efficient and effective action plans for clients. This holistic approach combined with her financial planning expertise offers a unique and practical perspective to retirement, trust, and estate planning.

Maureen joined the firm in 2006 and moved to the Tax & Estate Planning team in early 2010. The previous 20 years of her career were focused in the Life and Health Insurance Industry where she gained significant experience as a Financial Services Advisor, Mutual Fund Salesperson and as a product, sales, software and compliance trainer.

Maureen is a Certified Financial Planner® practitioner and is a member of the Society of Trust and Estate Practitioners. She has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). She also holds the designation of Fellow, Life Management Institute (FLMI) and other insurance designations from the Life Office Management Association (LOMA).

 

Advisor Name, Designations, Title

Tel 000.000.0000  Email first.lastname@RichardsonGMP.com

Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team.

 

 

Advisor Name, Designations, Title

Tel 000.000.0000  Email first.lastname@RichardsonGMP.com

Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team. Explain your experience and role on the team.