Gibbings Aylward Group

Gibbings Aylward Group is a Kelowna-based private wealth management firm serving affluent Canadians, business owners, incorporated professionals, and high- and ultra-high-net-worth families. Its approach centres on generational wealth planning, helping clients bring financial decisions into a coordinated plan shaped by their values, family priorities, and long-term intentions. The team integrates investment strategy, tax, estate, insurance, retirement income, and cash-flow planning, working alongside clients’ accountants and lawyers to clarify options and coordinate next steps.

Services include retirement, tax, investment, and insurance planning; cash management; ultra-high-net-worth financial planning; and family office-style coordination. The firm also connects established business owners with IG Private Company Advisory for strategic, valuation, and transaction advice related to selling, acquiring, or raising capital for businesses with meaningful scale. Gibbings Aylward Group aims to help clients use their wealth with confidence today while preparing for future needs and the transfer of wealth across generations. Its planning is designed to support financial clarity, family governance, business transitions, and lasting legacies.