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Who we are
Concept Group Financial Planning is a team of dedicated financial planners passionate about guiding individuals and families towards financial security and achieving their life goals. We believe financial planning should be personalized, comprehensive, and tailored to each client's unique circumstances and aspirations.
Our Values
Our core values underpin everything we do:
- Professionalism: We uphold the highest ethical standards and deliver personalized, objective advice based on extensive financial expertise.
- Personal Connection: We cultivate long-term relationships with our clients, understanding their individual goals and anxieties to create tailored solutions.
- Independence: We provide unbiased recommendations, free from any product or supplier bias.
- Integrity: We prioritize transparency and client interests, placing them at the heart of our decision-making process.
- Balance: We recognize the importance of financial success alongside a balanced life, valuing family, personal growth, and leisure activities.
Our Team
Leading our team is Scott Gable, a seasoned financial planner with over two decades of experience crafting comprehensive retirement plans for clients. He is supported by Seala Seidler, an accomplished executive assistant with exceptional organizational and customer service skills. Together, they form a dynamic duo committed to empowering clients and guiding them towards financial security.
Our Services
We offer a comprehensive array of services to address every aspect of your financial wellbeing:
- Retirement Planning: Comprehensive strategies to optimize your pension plans, investments, and tax strategies.
- Wealth Management: Customized investment plans tailored to your risk tolerance and goals.
- GIC Broking: Access to competitive rates on guaranteed investment certificates.
- Life and Disability Insurance: Protection against unforeseen circumstances and financial burdens.
- Group Benefits: Solutions to attract and retain talented employees.
Our Approach
We believe in a collaborative and personalized approach to financial planning. We take the time to understand your unique needs, concerns, and aspirations to create a tailored plan that aligns with your goals. We are committed to transparency, open communication, and building trust with our clients.
Overview of Reviews
All four reviews are extremely positive, with each reviewer giving a 5-star rating to Concept Group Financial.
Praise for the Team
Reviewers consistently praise the team at Concept Group Financial for their expertise, capability, and commitment to their clients' needs. They are described as calm, knowledgeable, and willing to take the time to ensure clients understand their financial planning and investments.
Exceptional Service
Clients appreciate the exceptional service they receive, highlighting the team's ability to go above and beyond their expectations. They are grateful for the personalized attention, thoughtful planning, and expert handling of their investments.
Long-term Relationships
Two reviewers mention their long-term relationships with Concept Group Financial, with one client having worked with them since 2005. This highlights the trust and confidence clients have in the team and their ability to build strong, lasting relationships.
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