Generational Wealth Planning in Kelowna

We plan for generations, not just the next decision

For affluent families, the most important questions about wealth go beyond investment returns. They are questions about family, responsibility, and legacy and every family approaches these decisions differently.

Our generational wealth planning process builds structure that reflects your values, your intentions, and the long-term future you want your wealth to support. With family governance structures and beneficiary designs that reflect your intent, we help ensure your wealth flows seamlessly and meaningfully across generations.

Meet our team

Collaboration that drives measurable results

There's no more canoe-in-circles feeling with conflicting advice.

Instead of separate conversations and disconnected strategies, we integrate investment strategy, tax planning, estate design, insurance, retirement income, and cashflow planning into our family office approach.

We loop in your accountant and lawyer, share scenarios, and “show the work” so you can see the impact of each decision in real dollars.

Every meeting ends with clear timelines, and each decision supports the next.

Freedom through clarity, collaboration, and care

At Gibbings Aylward Group Private Wealth Management, our purpose as financial advisors is straightforward: to give our clients the freedom they deserve.

The freedom to travel without worry.
The freedom to support family with confidence, or to pass on a lasting legacy.

Our role as your CERTIFIED FINANCIAL PLANNER^® professionals? To help you live life on your terms. We help unite your wealth, values, and relationships under one cohesive plan, allowing you to focus on what matters most.

Who we help

We specialize in serving affluent Canadians, business owners, professionals, and ultra-high-net-worth families who seek a family office-style experience rooted in trust, clarity, and long-term partnership.

Whether you’re preparing for a business transition, establishing intergenerational structures, or simply redefining how your wealth supports your life, we help align every decision to your North Star.

High-net-worth families

Real estate entrepreneurs and principals

Blue-collar business owners and entrepreneurs

Manufacturing owners and operators

Senior professionals and executives

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What we do

We bring your financial world into one clear, working plan.

Retirement planning

We design retirement plans that turn complex income sources into one clear, sustainable paycheque you can live from with confidence. By coordinating pensions, registered and non-registered accounts, corporate assets, and estate goals, we help you move smoothly from building wealth to enjoying it.

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