Our Team

^{About Us}We are working with you.

GP Financial Services has a long history of providing personal financial planning and investment management for individuals and families. We combine over 50 years of planning and investing performance.

Only Financial Planner professionals see your whole picture, no matter how complex, and work with you to help you understand where you are and where you want to be.

^{Our Principles}As Financial Planners,
we abide by the following Code of Ethics:

^{Principle One}Duty of Loyalty to Client

^{Principle Two}Integrity

^{Principle Three}Objectivity

^{Principle Four} Competence

^{Principle Five} Fairness

^{Principle Six} Confidentiality

^{Principle Seven} Diligence

^{Principle Eight} Professionalism

^{Who You Are Working With}Meet the Team

Chad Reich, BComm, CFP^®, CIM^®, CPCA^®

Senior Wealth Advisor | Aviso Wealth | GP Financial Services | Wealth Protection Specialist | Affinity Financial Strategies

Glenda Michalski

Financial Advisor Associate | Affinity Financial Strategies | Aviso Wealth

Lucas Nurkowski, BBA

Wealth Advisor | Aviso Wealth | Insurance Assistant | Affinity Financial Strategies

Shelley Kelln-Trudelle

Founder | GP Financial Services

^{Partner Team}Aviso Wealth Inc.

Doug Carroll, BBA, JD, LLM(Tax), CFP^®, TEP, RIS

Tax & Estate Specialist | Aviso Wealth Inc.

Skilled in the implementation of tax, estate and financial planning strategies that help people convert wealth into wellbeing. Provides practical professional insights that expertly guide clients and advisors, with qualifications and...

^{Value Proposition}CERTIFIED FINANCIAL PLANNER®

You have aspirations – for what and who you care about, for today and for the future. But life is complicated, and figuring out how to make those aspirations a reality can be hard.

You need a plan. A financial plan. Only CERTIFIED FINANCIAL PLANNER® professionals see your whole picture, no matter how complex, and work with you to help you understand where you are and where you want to be.

Whether you have a pressing issue or just need some help getting started, CFP® professionals have the knowledge, skills, experience and the ethics to help you build the financial plan that will let you live your life confidently.

Learn more

^{START A CONVERSATION}Take The First Step Today

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Our Team

About Us We are working with you.

Our Principles As Financial Planners,we abide by the following Code of Ethics:

Principle One Duty of Loyalty to Client

Principle Two Integrity

Principle Three Objectivity

Principle Four Competence

Principle Five Fairness

Principle Six Confidentiality

Principle Seven Diligence

Principle Eight Professionalism

Who You Are Working With Meet the Team

Chad Reich, BComm, CFP®, CIM®, CPCA®