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Empowering You To Achieve Balance In Life
Without a financial game plan, opportunities are missed. At Gallagher Financial, we provide written financial plans to help you find balance, enjoy mini retirements on the way to full retirement, and spend more time with loved ones.
In addition to written financial game plans, we provide the following products:
INVESTMENTS:
- Tax Free Savings Accounts (TFSA’s)
- Registered Retirement Savings Plans (RRSP’s)
- Registered Education Savings Plans (RESP’s)
- Non-Registered Investment Accounts (Non-Reg)
INSURANCE:
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Health/dental Plans
- Long Term Care Plans
Looking for a quote, second opinion, or resources to find balance in life?
Money shouldn’t be a complicated topic…
but the banks have designed it to be that way. There are so many conflicting and confusing ideas about what people should do with their money. Bank staff, despite being the most common source of recommendations, are often incentivized to sign clients up for high interest debt, terrible insurance products, and low-interest bearing investments, which will all be COUNTER-PRODUCTIVE.
At Gallagher Financial, our simple goal is to INCREASE YOUR NET WORTH. This is the best barometer. We have a tried and true proprietary process that we take clients through to map out a game plan and make it happen.
Through insurance and investment products, and actual advice, we provide written financial game plans to help you find balance, enjoy mini retirements on the way to full retirement, and spend more time with loved ones.
Gallagher Financial exists and thrives because we have a genuine interest in being a catalyst for your progression in life.
Looking for a quote, second opinion, or have a question for us? Click here to contact us.
Our Crew
Rod Gallagher, Financial Broker and President
Victoria Gallagher, Director of Operations
HUB Financial, Managing General Agency | Kirsten Woodhouse, BMO Global Asset Management | Amber Mihm, Mortgage Agent, Dominion Lending | William Yeung, Business Insurance Solutions | Jamie Kendrick, RBC Disability Insurance | Carol O’Brien, New Business Administrator
Our Process
PROCESS:
- Fill out your information below
- Either yours truly or another broker will reach out so you can book a meeting in person or over the phone
- You will get a tailor-fitted recommendation based on your needs
- You’ll be happy you worked with Gallagher Financial
AGREEMENT:
- We will Educate
- We will provide Options
- We will be there for you and go the extra mile to ensure that you are comfortable
Our Partners
What Our Clients Are Saying About Us
Laura, Growth Marketer
“Rod takes the time to get to know you and your financial goals, and makes complicated financial information easy to understand, even pleasant! After a few sessions with him, our financial lives were better organized, and our path forward very clear. We’ve been able to achieve more than we expected with his big picture analysis, financial planning fluency, and guidance. That’s why I highly recommend Rod.”
Bassam, Lawyer
“We worked with Rod Gallagher and Gallagher Financial for our needs, and our experience was tremendous. He took the time to do what was best for our family, and we would highly recommend him to anyone.”
Sam, Business Owner
“We have been trusting Gallagher Financial to handle our investment and insurance needs for over ten years. Rod keeps us up to date with current and innovative products that suit our needs, and continues to work hard for our financial success. We continue to refer all of our closest friends and family to Rod because we know he takes care of his clients’ needs as if they were his own.”
Ian, Media Executive
“Looking to move your financial dial? I highly recommend Rod to my friends and family as a trusted source.”
Ready to talk?
Fill out the form below to make an appointment or give us a call at: 519-619-3241