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About Us

>Who We Are
>Our Mission and Values

>Catherine Gilmour, EPC
>Marketing Associates and Financial Security Advisors
>Testimonials

What's being said about Eagle Ridge?

“I was a Manager of Human Resources and had a mandate to develop and source a new benefits package for our Canadian and US employees. Catherine was so incredibly helpful in helping me understand systems, options, terminology, time-lines and associated costs! She made me look like a star! In the first year, with an employee base of 40 employees, Cathy saved our company $23k." May 13, 2010
B. Norwich
Client since 2007
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Who Are We

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Eagle Ridge Financial Services Ltd. provides financial services to individuals, families, and small- to large-sized businesses. We value building meaningful, long-term relationships with our clients and their families, providing them with unique financial security plans to help them on their way to achieving their goals. We provide businesses with solutions tailored precisely to each company from group benefits and savings plans to succession planning with the company's success in mind.
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Our Values and Mission

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To build meaningful, long-term relationships based on trust with our clients and their families and provide service that helps them make their financial goals and dreams a reality.
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Catherine Gilmour
Financial Security Advisor; Elder Planning Counsellor

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President of Eagle Ridge Financial Services Ltd. Catherine Gilmour has over 20 years experience in the financial services industry, working with Freedom 55 Financial, London Life and Quadrus Investments. Her specialties include: Personal Financial Security Planning, Elder Planning, Business Ownership Advise, and Estate Conservation and Planning.
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Information on this site is intended for residents of Ontario only

Incorporated Legal Notes

Copyright © 2010 Eagle Ridge Financial Services Ltd.
Photo used under Creative Commons from Chi King