portrait of Melissa Gosling

Focus Areas

  • Retirement savings strategies
  • Wealth strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Business owner considerations
  • Intergenerational planning

Personal Interests

  • Traveling
  • Camping
  • Spending Time with Family
  • Outdoor Enthusiast
  • Reading

Team Members

  • Treena Edwards
    Client Experience Specialist
  • Bonnie Pshyk
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More