Gillespie Financial Reviews

Michelle C 2026.01.05

     

Jordan made my entire experience of financial investing so easy. I felt comfortable with him asking him questions and he explained everything to me making sure I understand how it all works. Jordan is extremely knowledgeable and was well prepared for our meetings. Our meet ups were easy and professional, follow up paperwork and notes are always sent quickly by his Operations Manager whom always asked me to reach out if I needed anything further. I would highly recommend Jordan to anyone looking for a financial investor. Since working with Jordan, I feel I have a much better understanding of my future finances and I am happy to be working with Gillespie Financial.

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Reply from Gillespie Financial 2026.01.05

Thank you so much for your kind review, Michelle! Helping clients understand their finances and feel confident about their future is always our top priority. We’re grateful for the opportunity to work together!

Sue Bond 2025.11.06

     

I would like to share an unequivocal recommendation For Gillespie Financial and particularly for Jordan. I have felt very supported and individually catered to during my retirement and the planning for that event. In addition to being professionally knowledgable and able to explain things to my level of understanding, Jordan also is very personable and has a wonderful sense of humor. Although these are not requirements for financial services, it certainly makes working with someone much easier and much more pleasant! The office is always organized, sending emails when required with links and reminders for meetings. I have never waited long for a reply to an email and questions get answered very promptly. Meetings are scheduled around my schedule and timelines with a great deal of flexibility And finally, my portfolio has done very well! Thank you, Jordan and Gillespie Financial.

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Reply from Gillespie Financial 2025.11.07

We’re so grateful for your thoughtful review, Sue! It’s been such a pleasure supporting you through your retirement planning and we’re looking forward to working alongside you in achieving your goals for a long and happy retirement. Knowing that you’ve felt both cared for and confident along the way truly means the world to us.

Aria Walford 2025.08.22

     

Working with Gillespie Financial has been such a blessing. Jordan takes into account every aspect of our goals and life plans before advising us, and never pressures us into a decision, instead giving us more information to consider before choosing what's best for us. My husband and I have been very happy with how we've been treated, the advice and plans we've been presented with and look forward to a very long term relationship.

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Reply from Gillespie Financial 2025.08.22

We truly value the relationship we’ve built with you both and look forward to continuing to work alongside you in achieving your goals for many years to come! Thank you so much for the lovely review, Aria!

Timaj Abdalla 2025.08.18

     

My husband and I began working with Jordan a couple months back and it’s been such a great experience. We did not have much knowledge in investments/insurance and overall financial planning. Jordan has been extremely patient, very informative and thorough. He has answered all of our questions with exceptional detail. Jordan walks us through every step and doesn’t try to sell us on every little thing. He works with us to help us efficiently meet our goals. It’s been a pleasure working with him and so glad we were introduced to him!

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Reply from Gillespie Financial 2025.08.18

Thank you so much for the review, Timaj! Really appreciate the opportunity to work with you and Nofil. Your organization has made working together seamless and I’m so excited to see the amazing life that you guys build for your family 😊.

Chris Balls 2025.03.16

     

Great guy! Knowledgeable and professional :)

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Reply from Gillespie Financial 2025.03.16

Thanks so much for the review, Chris! It's been a pleasure to watch you make opportunities actionable to benefit you and your growing family!

Matt Cowan 2025.01.28

     

I’ve been working with Jordan for over 5 years, and I couldn’t be more pleased with the expertise he's provided and the amazing service from himself and Taylor. From the very beginning, Jordan took the time to understand financial goals and created clear, personalized plans that aligned with our future aspirations even though a lot of our retirement assets are tied up in workplace savings accounts. He isn't pushy, and always comes prepared with multiple options to any questions or problems, all complete with details summarizing the risks and opportunities. Every decision that you make with Jordan will be a well-informed one. Jordan and Taylor are always available to answer questions. Whether it’s insurance, budgeting, investing, estate planning, retirement planning or any other financial advice, I feel confident knowing I have such a knowledgeable and trustworthy professional guiding us. Highly recommend to anyone looking for a skilled financial advisor who truly cares about their clients!

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Reply from Gillespie Financial 2025.01.28

Your level of organization and detail makes sure our planning runs smoothly, Matt. Thank you so much for the kind review – looking forward to seeing your continued success!

Melissa CW 2025.01.24

     

I’ve been a client of Gillespie Financial for 8 years, and in that time, I’ve learned two things: the financial world is complex, and I don’t need to worry about it—because Jordan and Taylor have it covered. Jordan is not just an expert; he’s a translator of ‘finance-speak’ into actionable, understandable advice. Whether it’s market shifts or personal milestones, Jordan has been there with thoughtful strategies that are both professional and personable. If you want to plan for your future while still enjoying your present, this is the team you need on your side.

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Reply from Gillespie Financial 2025.01.24

Thank you for such an amazing review, Melissa! We are grateful for the opportunity to work with you and Scott and we’re excited to see all of the things you two will continue to accomplish!

Lucy Gioia 2025.01.23

     

I have been working with Jordan and the team for several years now and will continue to do so. I feel heard, understood, and my plan has been tailored to meet my needs and comfort level. I highly recommend them!

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Reply from Gillespie Financial 2025.01.23

It's been a pleasure working with you and seeing all of your progress, Lucy. Thank you so much for the kind review!

Lee Dobson 2025.01.22

     

I had the pleasure of working with Jordan Gillespie Financial to set up RRSPs for myself and my employee, and I couldn't be more impressed. Jordan was incredibly professional, knowledgeable, and friendly throughout the entire process. He took the time to explain all the options and plans to fit the needs of my team. The setup was smooth, and Jordan was always available to answer any questions I had. I highly recommend Jordan Gillespie Financial for anyone looking for expert financial advice and support.

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Reply from Gillespie Financial 2025.01.22

Thank you so much for the review, Lee! I'm so happy to hear that you found the process smooth and our support helpful. Thank you for trusting us with your financial needs!

Steve Huntley 2025.01.21

     

Mr. Gillespie and I have been working together for many years. I could not be happier, nor could I be more impressed. Jordan’s professionalism is absolute. Jordan is very knowledgeable and very creative. Jordan is always available when one has questions. He explains concepts with precision and clarity, and he is patient in his counsel, providing what the client requests. I prefer to have a lot of information, and that is always furnished. I enthusiastically endorse Jordan and Taylor’s financial practice!

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Reply from Gillespie Financial 2025.01.21

Thank you so much for the review, Steve! I always enjoy our conversations—your thoughtful questions and openness make working together such a rewarding experience. I truly appreciate the trust you’ve placed in me and the opportunity to be part of your financial planning journey. You’re an incredible part of our team, and I’m grateful for the collaboration and shared commitment to exploring the best opportunities for your future!

Tia Dawe 2025.01.20

     

I have been working with Jordan and Taylor for 10 years, and I could never have asked for a more knowledgeable and supportive financial planning team. I have utilized several of their services, including investment planning, retirement planning, estate planning, and insurance planning, and have been impressed at every turn. Their customer service is unmatched, and I recommended them to anyone looking for a financial planner!

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Reply from Gillespie Financial 2025.01.21

It’s been an amazing experience watching you and your family grow, Tia! So thankful for the opportunity, and looking forward to seeing all of the amazing things ahead for you.

Kyle Zelazny 2025.01.20

     

I've worked with Jordan now as our financial planner in both my business and for my family estates for over 7 years. His level of care and service is unmatched and you will be in good hands. He will also take the time to ensure you are fully educated on all the different options available to you, answer all of your questions and really walk you through the process and not push you into one solution or another. He knows his craft well, and operates with integrity above all. I trust and recommend him and have done very well with him over the years as well.

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Reply from Gillespie Financial 2025.01.20

You guys are always an inspiration! Seeing the diligence, effort, and determination you put into every task you take on always pushes us to strive for more. Thank you so much for the review, Kyle. Congratulations on your great expansion in 2024 and we’re very excited to see your next steps!

Raymond Oh 2025.01.20

     

TAI CHUL OH (RAYMOND) Jordan Gillespie as my financial planner for since 2017 and it has been great journey together with his professional advise and planning, portfolio grown soundly through out the different economical times and he assured the our core planning stay the course and time in the market not timing the markets. highly recommend the Gillespie Financial to anyone who wants sound advise. Has been great pleasure to deal with Jordan and Taylor all this time and also be coming years to come without a doubt. Thanks Jordan and Taylor

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Reply from Gillespie Financial 2025.01.20

It’s been an amazing opportunity to work with you, Ray. Thank you so much for the opportunity and the kind review! Looking forward to seeing all of the wonderful things to come for you and your family 😊.

JS 2025.01.19

     

We were referred to Jordan by our Accountant and we are so grateful we have added Jordan to our team of advisors. As business owners, we wanted to work with an advisor who looked at our entire situation and could create a comprehensive plan addressing all the moving parts! We now feel very confident that we have a customized plan that suits our needs and aligns with our goals. We highly recommend working with Jordan!

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Reply from Gillespie Financial 2025.01.20

Thank you so much for the review, Janey! It’s always our priority to take a holistic approach and ensure all of the moving parts work together. I’m looking forward to seeing all of the amazing things to come for your family and your business!

John Pelerine 2025.01.19

     

I cannot say enough good things about Jordan and Gillespie Financial, from organization, meetings and the confidence I have with investing my entire retirement fund with this Team! Jordan keeps me informed on how well or how bad the financial markets are trending, three month reviews and he is not afraid to change course or make individual investments when something is trending really well, i.e. Oil. I would highly recommend Gillespie Financial for all of your investment needs whether you are just starting out or have a portfolio you are looking to invest with a new, Young and Dynamic Team. I personally made the move a number of years ago as I was into Mutual Funds and no matter how bad they performed, my investment team would get paid the same amount each and every month/year! John Pelerine

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Reply from Gillespie Financial 2025.01.19

Thank you so much, John, for your thoughtful review! I’m thrilled to hear that you feel confident with our approach and that the personalized strategies and regular updates are making a difference for you. It’s always our goal to provide proactive, transparent, and adaptable service. Your recommendation means the world to us, and we’re grateful to have earned your trust. Looking forward to continuing to support your financial goals throughout your well deserved retirement!

Nathanael Frey 2024.12.02

     

As a business owner, Jordan and Taylor have helped tremendously in taking the stress out of figuring out all the extras that go with running a business. Of course, sound financial advice is at the centre of it all but knowing that things like insurance and healthcare are covered lets me keep focused on growing my business.

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Reply from Gillespie Financial 2024.12.02

Thank you, Nate! As fellow business owners, we truly appreciate the hard work, dedication, and expertise it takes to run a successful business. Keep up the amazing work—you're crushing it! We're here to make sure everything else runs smoothly for you.

Drew Galpin 2024.11.25

     

Working with Jordan the last 5+ years has been both educational and enjoyable. Jordan clearly loves the world he works in, and can make information easy to digest for his clients! I have so appreciated the help Jordan has offered, and would highly recommend to anyone looking for help in the financial and insurance world!

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Reply from Gillespie Financial 2024.11.27

Thank you so much for the review, Drew. We’re grateful for the opportunity to work together and are looking forward to seeing you continue to crush it!

Nicholas Smith 2024.11.24

     

Jordan and team have been absolutely fantastic to work with! We have worked with other financial planners in the past but he has been head and shoulders above in terms of communication, follow-up and organization. I have been impressed time and time again while working with Jordan. I trust that I am getting the best planning and financial advise every time we talk.

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Reply from Gillespie Financial 2024.11.25

I appreciate all of the due diligence and effort you put in each time we meet, Nicholas! Your level of detail and organization is amazing and really allows us to dig deep during our planning. Very excited to see all of the great things ahead for you guys!

Katie Smith 2024.11.22

     

Jordan has been absolutely amazing! The communication, documentation and follow up has been no like no other financial advisor we have ever worked with! He was able to take a messy situation regarding my kids RESPs, do a ton of investigation work prior to our involvement with him which is just so above and beyond! He is super knowledgeable about the markets and can tailor plans to suit what is best for you and your family based on your goals and needs rather than just putting forward a blanket approach of "this is what will work for you". He is super collaborative, very responsive and a great professional to work with! I would recommend Jordan to anyone who is looking for an excellent financial advisor!

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Reply from Gillespie Financial 2024.11.22

Thank you so much for the kind review, Katie! You guys have been amazing to work with and I appreciate your proactivity and great attention to detail. So happy we could clean up the RESP situation for the Smith household. You guys are amazingly hard workers and have such a great mindset that creates your success.

Gordon McPherson-Rayner 2024.11.22

     

Jordan is very knowledgeable and professional. He understands your needs and does not push options that are not relevant. He is a solid trustworthy choice for all your financial planning needs. I recommend him highly. Book now what are you waiting for?

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Reply from Gillespie Financial 2024.11.22

It’s been a great experience watching you build your business with such quality and to such a degree, Gordon! I always appreciate your time and the opportunity to be a small part of your overall success. Looking forward to seeing your achievements continue.