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We see your whole picture, no matter how complex.

GP Financial Services - working with you.

GP Financial Services has a long history of providing personal financial planning and investment management for individuals and families. We are Certified Financial Planners* (CFPs) who combine over 50 years of planning and investing performance. 

Only CFP 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 Certified Financial Planners, we abide by the following Code of Ethics:


PrinciplE
 One

PRINCIPLE
 TWO

PRINCIPLE
 THREE

PRINCIPLE
 FOUR

Put Clients’ Interests FirstAct with IntegrityBe ObjectiveMaintain Competence

PRINCIPLE
 FIVE

PRINCIPLE
 SIX

PRINCIPLE
seven

PRINCIPLE
 eight

Be Fair and OpenMaintain ConfidentialityAct DiligentlyAct Professionally

Meet the team

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

Financial Advisor, Manulife Securities Incorporated | Life Insurance Advisor, Manulife Securities Insurance Inc.


Chad Reich, BComm, CFP, CIM

Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Manulife Securities Insurance Inc.


Chad is a partner with GP Financial Services.  He is a Financial Advisor with Manulife Securities Incorporated and is also licensed with the Saskatchewan Insurance Council.

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

As a Certified 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 is also a Chartered Investment Manager, 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.

Prior to the financial services industry, he spent 14 years 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.

Shelley Kelln-Trudelle, CFP Photo
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Shelley Kelln-Trudelle, CFP

SENIOR FINANCIAL ADVISOR, MANULIFE SECURITIES INCORPORATE | LIFE INSURANCE ADVISOR, MANULIFE SECURITIES INSURANCE INC.

Shelley Kelln-Trudelle, CFP

Senior Financial Advisor, Manulife Securities Incorporate

Life Insurance Advisor, Manulife Securities Insurance Inc.


Shelley is the founding partner of GP Financial Services.  She is a Financial Advisor with Manulife Securities Incorporated and is also licensed with the Saskatchewan Insurance Council. 

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

Her focus is working with individuals and their families, generation after generation. A testament to the outstanding level of trust she has earned, many of Shelley’s clients have known her for over 32 years
and confidently refer their friends and family.

Glenda Michalski Photo
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Glenda Michalski

Glenda Michalski, Financial Advisor Associate, Manulife Securities Incorporated


Glenda Michalski

Financial Advisor Associate, Manulife Securities Incorporated 

 


Glenda is a Financial Advisor Associate and has been with the team for the past 28 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.

Vern Lunz, CFP Photo
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Vern Lunz, CFP

Insurance Specialist, Manulife Securities Insurance Inc.


Vern Lunz, CFP

Insurance Specialist, Manulife Securities Insurance Inc. 


Vern is an Insurance Specialist with Manulife Securities Insurance Inc. He has over 25 years of sophisticated planning experience. Vern can design advanced life insurance solutions for tax-smart retirement income, small business succession planning and overall estate wealth maximization. Vern’s focus is on providing tax and estate planning solutions for clients with innovative uses of insurance contracts.

Call 1 888 584-2755