Gloria Evenson - CFP®, CSA
Vice President - Partner

Qualifications

Gloria Evenson has been in the financial services industry since 1970. She joined GIC Financial Services in 1989 and has since become a managing partner and Vice-President of the firm.  Gloria holds both the Certified Financial Planner (CFP) designation and the Certified Senior Advisor (CSA) designation.

Clients and colleagues often comment that Gloria is caring, dependable, conscientious, trustworthy and very organized.

Investment Philosophy

Gloria has developed Financial Plans for clients, just like you, using the Six Step Financial Planning process that provides success and peace of mind. Click here for details.

Every client is unique.  However, we all have similar goals, saving for children’s education, retirement, taking care of aging parents or reducing our income taxes.

Call Gloria to see how her experience can help make your dreams a reality.

Gloria’s core beliefs:

1. A written Financial Plan is fundamental.
2. A balanced portfolio is integral to the success of the Financial Plan.
3. A successful balanced portfolio is one that is based on a client’s time horizon, risk profile and objectives.
4. It is vital for a balanced portfolio to have regular reviews and adjustments.
   

Personal

Gloria has a team to assist her.  Natalie Froates joined the team as Assistant Financial Advisor in 2006 bringing a wealth of banking experience and is currently studying for her CFP. Loretta Lafontaine recently joined the team as Administrative Assistant bringing over 20 years of experience in customer service.

Gloria and her husband Dan of 34 years are now empty nesters. They enjoy travelling, golf and spending time with family.