Our Financial Planning Process: Your Path to Financial Success

At Gallant Wealth Management, we're committed to helping you achieve your financial goals and securing your financial future. Our financial planning process is designed to provide you with a clear and structured roadmap towards your financial objectives. Here's how we work together.

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Let's build you a financial plan!

Brandon Gallant, B.Comm. (Fin)

Insurance Advisor
Investment Representative

My reasons for becoming a Financial Advisor.

  1. A Passion for Finance: I am constantly motivated by learning about the best ways to Strategize, Invest, Save, and most importantly Grow! The challenge of understanding the power of each financial product or platform and knowing where to apply it; keeps me excited to bring my best, daily, for my clients.
  2. Forming, Growing and Nurturing Relationships: I am a people person; but more than anything, I pride myself on my diverse social network. It is a great feeling to have my friends become clients, and my clients to become friends. Every day brings new interactions, different situations, or circumstances - all of which keep the job fresh, and my personal life vibrant. Financial Advisory is definitely a "service” business, for me, it’s a “social” one too.
  3. Striving for Success: Coming from a business minded upbringing, entrenched in entrepreneurship; I saw first-hand the effort it takes to succeed professionally, and the impact that has on personal fulfillment. I am committed to analyzing my client's situations and working tirelessly to bring to them the right solutions to help them achieve their goals. Being along for the ride in helping my client's attain success, security, or a sense of wellbeing from my efforts - is my definition of success in my career.

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Ask an advisor: Mortgage or individual life insurance?

Find out why individual life insurance is your most flexible option to help protect your family financially when buying a home.

 

 


View video script

 

Description: This animated video introduces a character named Aiko and her advisor with illustrated graphics to show the difference between mortgage insurance and life insurance.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Mortgage insurance or life insurance?” fades in below. An illustration of a shield with a checkmark draws on the right side of the frame.

Aiko: What’s better? Mortgage insurance or individual life insurance?

Description: Aiko appears in a video chat window on a computer screen. Her advisor’s head nods to the right of the frame.

Advisor: I’d always recommend individual life insurance.

Description: Cut to a split-screen of Aiko at home on the left and her advisor in his office on the right.

Advisor: With mortgage insurance, when you die, the money goes to the lender, and they use it only to pay down your mortgage.

Description: An illustration of home draws into the frame. The home moves over to the left and an arrow animates in, pointing towards a box labelled “Mortgage.”

Advisor: As well, your premium payments stay the same while the balance of your mortgage and your insurance coverage decreases.

Description: Cut to a line graph labelled “Mortgage insurance” showing coverage over 10 to 50 years. The coverage decreases over time. The advisor’s hand enters the frame and draws a straight line from the top of the coverage to 50 years, dollar signs pop in to show payments. The camera zooms out to show a line graph of “Individual insurance” where the coverage and payments stay the same.

Advisor: But with individual life insurance, you decide who receives the money and how it’s used. It could be to pay off the mortgage. But it could also pay off other debt, or fund an education or a retirement plan.

Description: An illustration of a shield draws into the frame. A dotted line connects the shield to four boxes labelled “Mortgage,” “Debt,” “Education” and “Retirement.”

Advisor: You also get to say how long your coverage lasts – for a short term or for your lifetime, even after your mortgage is paid.

Description: Cut to bar graph displaying the length of insurance coverage from “Present” to “Lifetime.” The advisor’s hand moves into frame, adjusting the bar from 10 years to lifetime coverage.

Advisor: That’s just a couple of the ways individual life insurance gives you more choice and flexibility in how you protect yourself and your loved ones.

Description: Cut back to the split-screen of Aiko and her advisor.

Text “Contact me today to talk about your insurance needs.” appears with legal line: “Video produced by Canada Life. canadalife.com 1-204-946-1190”