ANCHOR FINANCIAL
We understand that the financial industry can be complex and overwhelming. At Anchor Financial, we provide personalized investment plans that suit your needs and goals for the future. As an independent agency, we choose from a variety of products to create a portfolio that are best for you.
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Products & Services

From RRSP's to Life Insurance, we have the right product for you.

Retirement

Check out an RRSP savings plan to defer the taxes on investments.

Insurance

Take the appropriate steps to protect against unforeseen events.

Financial Planning

Several Canadians find the task of financial planning daunting and are overwhelmed with all the variables to consider. Like contacting a doctor, dentist, or lawyer, the first step in dealing with financial matters is to contact a professional who can help you build a portfolio that will meet your financial and life goals. Canadians face many challenges at every stage of life, and each presents a different reason to invest, including:

Retirement
Education
Tax Efficiency
Estate Planning
Business Finances
Capital Protection
Vacation Planning

Frequently Asked Questions

First, there are no bad questions. The more information you have about me and I have about you will allow us to develop a plan that is best for you and your family. The best way to start is to book a call.

Do you deal with Life Insurance?

I am a licensed insurance advisor and work with clients to get the insurance coverage that works best for you.

How can we contact you?

jgillmeister@anchorfs.ca

905-272-3020

416-806-6132

or fill out the contact form here

Request a call back

Jeff Gillmeister, CLU
Insurance & Financial Advisor
2904 South Sheridan Way
Suite 301
Oakville, Ontario

Main: (905) 272-3020
Cell: (416) 806-6132
Fax: (905) 829-5504

jgillmeister@anchorfs.ca
JGillmeister@equityassoc.ca

Disclaimers:

Equity Associates Inc is a Mutual Fund and EMD Dealer in selected provinces. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Past performance may not be an indicator of future performance. Individual situations vary and products/strategies may not be suitable for all investors. Individuals should all read Fund Facts or prospectus (or similar) before making an investment and speak to their financial professional to see if an investment is right for them. The recommendations and opinions expressed herein are those of Anchor Financial Service and do not necessarily reflect those of Equity Associates Inc. They are not specifically endorsed by Equity Associates Inc. Articles on this site are not intended to provide individual financial, legal, tax or investment advice but rather are to be used for information purposes only.

Additional Products & Services Disclosure:

All other products or services provided other than mutual funds and Exempt Market products are subjected to your advisor provided that they are duly registered to do so under applicable legislation and the dealer approves such activity to be conducted outside of the dealer. Any activities related to such other occupations are not the business of the dealer and are not the responsibility of the dealer.

JGillmeister@anchorfs.ca

ANCHOR FINANCIAL