For more than 20 years, Rod has helped families, professionals, and business owners build lasting wealth and make confident financial decisions.
Victoria has spent more than a decade making sure Rod remembers where he's supposed to be, what day it is, and occasionally where he left his keys. More importantly, she's been the steady hand behind both our family and our business since we were married in 2012.
Together, we're passionate about helping families build lasting wealth and well-being for generations to come.
But for many people, it feels that way.
Between conflicting advice, endless financial products, and ever-changing headlines, it's easy to feel overwhelmed or wonder whether you're making the right decisions. Too often, financial planning becomes a series of disconnected transactions instead of a coordinated strategy.
That's where we come in. Early in his career, Rod discovered a simple philosophy: one of the best ways to grow is by learning from those who have already walked the path before you. That mindset sparked a lifelong commitment to learning, continuous improvement, and helping others do the same.
Since then, he has devoted thousands of hours to studying financial planning, investing, business strategy, psychology, communication, and leadership. His goal has never been simply to collect knowledge, but to continually refine his thinking and help you make better financial decisions.
Our mission is simple: to help you build lasting wealth while creating a life you genuinely enjoy.
We believe financial success isn't measured solely by account balances. It's measured by the freedom to spend meaningful time with family, the confidence to make important decisions without financial stress, and the ability to leave a legacy for future generations.
Our Proprietary Planning Process
Investments, insurance, tax planning, estate planning, retirement, business planning, and cash flow aren't viewed as separate conversations. They work together as part of a single strategy aligned with your values and long-term goals.
Rod has spent more than two decades helping families, professionals, retirees, and business owners make confident financial decisions. As a Chartered Life Underwriter (CLU), his passion extends beyond products and portfolios. He enjoys simplifying complexity, asking better questions, and helping you uncover opportunities you may never have realized existed.
Around the office, you'll occasionally hear that our official goal is to increase your net worth. That's true.
Unofficially, our goal is to help you worry less, sleep better, enjoy more family dinners, take that vacation you've been putting off, and maybe even experience a few "mini-retirements" along the way.
Because financial planning isn't just about growing wealth. It's about creating the freedom to live well.
Financial Planner
With more than two decades of experience in financial planning and insurance, Rod helps individuals, families, and business owners build comprehensive strategies to grow, protect, and preserve their wealth.
Operations & Client Relations
Victoria helps ensure every client experience is seamless, overseeing the day-to-day operations of the practice while building the personal relationships that make Gallagher Financial feel welcoming and approachable.
We don't offer proprietary products. Every recommendation is based on what's best for you and your long-term goals.
We compare solutions from multiple insurance carriers and investment providers to help you find the right fit for your needs.
You'll work directly with us, not a call centre. We take the time to get to know you, your family, and your goals.
Whether you're looking for a comprehensive financial plan or simply want a second opinion, we're here to help.
