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Freedom of money.
Freedom of time.
Freedom of purpose.
And freedom of relationships.
This powerful, four-pronged approach has made Rod Gibbings of Gibbings & Associates Private Wealth Management an ahead-of-the-curve leader in his field.
"Ultimately with high-net-worth clients and their families, we talk about the word 'freedom'," says Rod, the Senior Executive Financial Consultant with the firm and a CERTIFIED FINANCIAL PLANNER (CFP).
"Whether the client is a business owner actively building their business, is within 5 years of retirement or is already retired, success is most often defined as freedom. Not just freedom of money, but of time to do the things you want, freedom of purpose to pursue your passions and freedom of relationships to spend time with your family."
Gibbings & Associates, which is licensed under IG Private Wealth Management, is a team of six specialists who work out of the sixth floor of the Landmark 6 office tower.
Together, they work their proprietary process, The WiSE Advantage™ to produce positive outcomes in six essential areas for clients -- business growth, retirement planning, tax planning, estate planning, wills and preparing for the unexpected.
The team expands to 26 when outside professionals, such as lawyers, accountants and additional estate planners, are brought in to complete the Private Wealth Planning Experience.
"I'm a key strategist. That's just how my brain works," says Rod.
"That's why I work well with a team. It really is a family practice that brings together multigenerational client families and looks after them, not just financially, but physically and mentally. That's what makes our practice unique."
Before Rod became a financial consultant 27 years ago, he travelled the world as a professional skier.
"I discovered I was a better coach than skier and my naturally strategic mind helped bring about positive outcomes for myself and those I coached," he says.
"I bring that same strategy to intergenerational financial planning."
Rod is married with four children, aged 16 to 23.
He's coached almost every sport imaginable as his kids have grown up.
Rod is on the board of the YMCA of Okanagan and Gibbings & Associates is a big supporter of the Central Okanagan Food Bank, Soup Sisters and Kelowna Women's Shelter.
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