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We see your whole picture, no matter how complex.

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 40 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.

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


PrinciplE
 One

PRINCIPLE
 TWO

PRINCIPLE
 THREE

PRINCIPLE
 FOUR

Put Clients’ Interests First Act with Integrity Be Objective Maintain Competence

PRINCIPLE
 FIVE

PRINCIPLE
 SIX

PRINCIPLE
seven

PRINCIPLE
 eight

Be Fair and Open Maintain Confidentiality Act Diligently Act Professionally

Meet the team

Chad Reich, BComm, CFP, CIM, CPCA Photo
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Chad Reich, BComm, CFP, CIM, CPCA

Wealth Protection Specialist - Affinity Financial Strategies** - Senior Wealth Advisor - Credential Securities


Chad Reich, BComm, CFP, CIM, CPCA

Wealth Protection Specialist | Affinity Financial Strategies**

Senior Wealth Advisor | Credential Securities | GP Financial Services 


IIROC Advisor Report

Chad is the managing partner with GP Financial Services.  He is a Wealth Protection Specialist with Affinity Financial Strategies**. 

Chad has a Bachelor of Commerce Degree (Distinction), majoring in Finance. 

As a Financial Planner, Chad strives to ensure our clients are supported through every stage of life in areas of financial management, investment planning, retirement planning, insurance and risk management**, tax planning, and estate planning.

Chad holds the following designations: Certified Financial Planner, Chartered Investment Manager, and Certified Professional Consultant on Aging. He has further supported our team desire to strive to ensure our client’s best interests are served. We aim to tailor investment strategies to meet precise needs and are committed to the success of client’s investment portfolios and financial future.

Prior to the financial services industry, he spent time in finance, management, and sales roles providing personalized services in both urban and farm settings. This provided him with a strong foundation to understand the needs of our diverse group of clientele with ever changing goals, priorities, and transitions.


Affinity Financial Strategies is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance** and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under license by Credential Financial Strategies Inc.

Shelley Kelln-Trudelle Photo
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Shelley Kelln-Trudelle

Senior Wealth Advisor - Credential Securities

Shelley Kelln-Trudelle

Senior Wealth Advisor | Credential Securities


IIROC Advisor Report

Shelley joined the financial services industry in 1986 when she joined  her parents’ investment dealership Great Pacific Management Co. Ltd.  After their retirement, GP Financial Services was established.  

Her focus is in developing long term client relationships built on trust and exceptional service.  

She enjoys working with individuals and their families, focusing on identifying clients’ retirement, investment  and estate/tax planning objectives.  


Glenda Michalski Photo
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Glenda Michalski

Financial Advisor Associate - Affinity Financial Strategies** - Credential Securities


Glenda Michalski

Financial Advisor Associate

Affinity Financial Strategies**

Credential Securities

 

IIROC Advisor Report

Glenda is a Financial Advisor Associate and has been with the team for the past 32 years.  She works closely with Chad and Shelley to ensure our client needs are handled in a timely and efficient manner. She is an integral part of our team approach helping us to implement individualized advice and services.


Affinity Financial Strategies is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance** and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under license by Credential Financial Strategies Inc.

Call 1 888 584-2755