Institutional-Quality Investment & Wealth Management for Discerning Clients
Girard, Pilkey & Associates Wealth Management is a leading team of wealth management and investment professionals, headed by Portfolio Manager Daniel E. Girard, who specialize in providing institutional-quality investment management and comprehensive financial planning to affluent families and charitable foundations. Affiliated with CIBC Wood Gundy - Canada's leading full-service investment firm - Girard, Pilkey & Associates has the resources and expertise necessary to manage significant assets in the sophisticated manner required by today's complicated landscape.
With over 35 years of combined experience serving wealthy clients and foundations, and possessing the most advanced financial planning and investment management accreditations in the industry, Girard, Pilkey & Associates is uniquely positioned to serve their discerning clients.
In order to deliver unsurpassed service, Girard, Pilkey & Associates builds lifelong relationships with a limited number of clients. If you are an individual, family or foundation with a portfolio in excess of $1million (including Registered Retirement Savings Plans, holding companies, etc.) and would like to discuss what we offer and qualifications to become a client, please feel free to contact us at your convenience.
What current clients have to say...
"Dan Girard is the type of Investment Advisor that every business person needs to have on their side. He has an acute sense of how the 'business' world works for the small entrepreneur. After being disappointed several times by various other planners, I am confident in recommending Dan wholeheartedly to anyone interested in long-term wealth management."
— Wanda A. Leis, former President, Rowann Logistics
"We were impressed with the comprehensive and balanced nature of the investment portfolio ideas that were presented and how our needs and desires were evaluated and implemented into our investment program."
— Stephen James, Partner, KPMG (retired) & Carole James, Teacher
"After interviewing numerous Investment Advisors, it was soon apparent Dan Girard was the right person for our family's wealth management needs. In short, he knows his business and has developed a true passion for his trade. There is no better choice for an Investment Advisor."
— Bill Zinger, CEO, Blendtek Fine Ingredients Inc.