GP Financial Services has a long history of providing personal financial planning and investment management for individuals and families. All advisors are Certified Financial Planners who combine over 50 years of planning and investing performance.

Our Mission

To partner with clients to enable them to achieve their financial goals through objective planning and management of investment assets. Our purpose is to help build, manage and preserve your wealth. We put our client’s interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by our clients’ success in achieving their goals.

Professional and Personable

The Wealth Partnership Solution is a process that helps us connect with you, building a relationship and creating a partnership based on mutual respect and understanding. Through this process, you will find our planners to be approachable, committed and highly qualified to help you.

We have found that even people with good incomes often have serious financial concerns. They may not be saving enough for their retirement. They may not be maximizing their money. They may not be clear about their life and retirement goals. They may not have a focused approach to finances and the future. They may not have adequate protection for their family. They may not realize they’ve fallen into The Money-Focus Trap, emphasizing short-term returns and ignoring what they hope to achieve long-term. These are the kinds of considerations we can help you explore and resolve as part of the planning process.

Certified Financial Planner

A Certified Financial Planner (CFP), as defined by the Financial Planners Standard Council (FPSC), is someone who uses the financial planning process to help you figure out your life goals. A CFP takes the “big picture” view of your finances and develops recommendations that are based on your situation. Budgeting, saving, taxes, investments, insurance and retirement planning are all considerations, and it is this ability to work within the context of the “big picture” that sets a CFP apart. A CFP can help with individual financial issues, but it is always approached from within the overall scope of your activities and goals.

Shelley Kelln-Trudelle, CFP

Shelley is President and owner of GP Financial Services Ltd. and has been a financial advisor since 1986. She currently works with individuals focusing on investment and financial planning issues. Her specialties include wealth accumulation and retirement income planning, including estate planning. She is a Certified Financial Planner (CFP) and a member of The Financial Planners Standards Council (FPSC).

Karen Cunningham, CA, CFP

Karen entered the financial services industry in 1981, and holds the designations Chartered Accountant (CA) and Certified Financial Planner (CFP). She joined the company as a Financial Planner, focusing on developing long-term relationships with her clients to help them clarify their values, set measurable goals and identify achievable dreams. She strives to provide independent, objective and trustworthy service with warmth and accessibility. She is past president of the Regina Estate Planning Council, a member of The Financial Planners Standards Council and a member of the Canadian Bar Association - Taxation Section.

Glenda Michalski

Glenda has been with the firm since 1991 and is a Financial Advisor Associate. Glenda provides first class client service, handling all of our client’s administrative matters.

Brian Chorney, CFP
Insurance Specialist, Manulife Securities Insurance Inc.

Brian brings more than 19 years of insurance planning experience to our team, working in the area of specialized life insurance design. Brian can focus on both personal and corporate insurance solutions to help increase net worth, reduce the impact of taxation and ensure your wealth is transferred to your heirs in accordance with your wishes.

Trustworthy and Accountable

As an independent financial planning firm, we diligently safeguard all information from our clients. We hold all personal records in the strictest confidence, including all data we collect from you or receive from other firms in connection with your financial status. We require any firms with whom we deal to restrict the use of information in a similar manner.

Financial products are provided by Manulife Securities Incorporated and Manulife Securities Insurance Inc. We are regulated by the Provincial Regulatory Authorities. We subscribe to a Code of Ethics through the Financial Planners Standards Council(FPSC). As holders of the CFP designation, we are subject to disciplinary proceedings of the FPSC. You can be fully confident when you put your trust in us.