Wealth & Estate Planning
Building Your Financial Fortress
Protect What Matters Most
Your wealth deserves more than basic management – it needs fortification. At Gentile & Associates, we help you build a financial fortress designed to protect your family’s future, weather market storms, and stand strong for generations.
What We Do
Fortify Every Aspect Of Your Wealth
Your wealth deserves more than basic management – it needs fortification. At Gentile & Associates, we help you build a financial fortress designed to protect your family’s future, weather market storms, and stand strong for generations.
Your Three Lines of Defence
Wealth Management
Build a strategy that aligns your investments, retirement goals, and timelines with the life you actually want to live. We monitor, adjust, and keep you focused through changing markets and milestones.
Group Health Insurance
Offer meaningful benefits that support your team while keeping your business budget in mind. We tailor plan design, guide enrollment, and provide ongoing support as your needs evolve.
Estate Planning
Create clarity for your family with a plan that outlines your wishes and protects what you’ve built. We help coordinate with legal and tax professionals to preserve your legacy.
Corporate Investments
Strengthen your corporate balance sheet with strategies that improve tax efficiency and support long-term planning. We help structure investment solutions that fit your company’s goals and timelines.
Business Investments
Make your business capital work harder with a plan built for stability, flexibility, and growth. We support decisions around surplus cash, expansion planning, and future opportunities.
Accounting
Stay organized and compliant with clear reporting that supports smarter financial decisions. We help simplify the numbers so you can focus on running the business.
Our Approach
Building Your Financial Fortress Since 1994
George has been protecting client wealth since 1994. With experience spanning investment management, retirement planning, and estate strategy, he brings a unique perspective to financial security. His background includes senior roles at London Life and Bank of Montreal, where he managed high-net-worth client relationships.
George’s integrated approach stems from years of experience in both financial services and legal fields, giving him insight into how to structure comprehensive wealth protection strategies.
30+
Years Experience
100+
Assets Managed
200+
Clients Serviced
98%
Client Retention
Partnered with Canada's Leading Insurers
Resources
Tools For Your Financial Journey
Your wealth deserves more than basic management – it needs fortification. At Gentile & Associates, we help you build a financial fortress designed to protect your family’s future, weather market storms, and stand strong for generations.
Tax Impact Calculator
Estimate how taxes can affect your investment outcomes before you commit to a decision. Use it to compare scenarios and spot opportunities for better after-tax results.
Risk Assessment
Understand your comfort level with risk and how it aligns with your financial goals. This helps guide portfolio choices and keeps expectations realistic during volatility.
Needs Analysis
Identify gaps in protection, savings, and planning with a structured snapshot of your situation. It’s a simple way to prioritize next steps and make decisions with clarity.
Mortgage Calculator
Quickly estimate payments, amortization, and what different rates may mean for your budget. Use it to plan confidently before you buy, renew, or refinance.
Budget Planning Tool
Map out your income and expenses to see where your money is going each month. Small adjustments add up, and this tool helps you build momentum toward bigger goals.
What our Clients Say
A Legacy of Trust
“Gentile & Associates helped us create a comprehensive estate plan that gave our family peace of mind. Their expertise and personal attention made all the difference.”
Michael & Sarah T.
“The team’s integrated approach to wealth management has been invaluable. They truly understand our goals and have helped us stay on track for a comfortable retirement.”
David C.
“Professional, knowledgeable, and genuinely caring. They’ve been our trusted advisors for over a decade, and we couldn’t be happier with the results.”