Brian Gribben
Brian is a visionary strategic planner and wealth management expert who excels at creating comprehensive retirement plans that maximize income while minimizing taxes.
With a passion for building lasting client relationships, he takes pride in the positive impact his professional recommendations have on his client's financial futures. Brian's unique ability to simplify complex financial concepts makes him an invaluable asset to those seeking clear, actionable advice.
As the company's leader, he has successfully built a strong, supportive team that shares his holistic approach to financial planning. Brian's expertise lies in seeing the big picture and integrating various financial elements into cohesive, impactful strategies.
His ultimate goal is to help clients achieve higher retirement incomes without increased risk or lifestyle sacrifices. With his enthusiasm for his work and a bright outlook on the future, Brian continues to drive success for both his firm and his clients.
John A. Knox
John A. Knox is a Wealth Advisor with over 15 years of experience in the financial industry, including a decade with BGIP.
Qualified to sell insurance and segregated funds, John's expertise lies in enhancing clients' financial lives for both present and future needs. His approach is grounded in financial acumen, integrity, and honesty, focusing on simplifying complex financial concepts for his clients.
John specializes in developing key strategies to help individuals secure and enjoy their retirement years. Throughout his career, he has consistently demonstrated an unwavering commitment and responsibility towards those he serves. John's primary goal is to assist clients in achieving their financial dreams through a well-structured and strategic financial plan, creating value and helping people realize their goals and desires in life.
Lorraine Gribben
Lorraine Gribben, Vice-President of BGIP, brings over three decades of invaluable experience to the firm. As a key partner in the company's success, Lorraine's primary focus is on financial management and strategic planning.
Her expertise extends to accounting, goal setting, and critical financial decision-making, working closely with Brian Gribben to shape the firm's direction. Lorraine's dedication to the business is evident in her long-standing collaboration with Brian, which has been instrumental in BGIP's growth and stability.
Her role encompasses the planning and implementation of special projects, ensuring the firm's financial health and operational efficiency. Lorraine's commitment to excellence and her ability to work seamlessly with the firm's talented staff contribute significantly to BGIP's reputation as a leader in wealth management and insurance planning.
Dawn Knox
Dawn Knox is the Client Relations Manager at BGIP, serving as the principal liaison between the firm and its valued clients. With 25 years of experience at BGIP, Dawn has developed a strong background in Insurance and Financial Planning, enabling her to efficiently and expertly address clients' unique needs.
Her role involves client interaction, training, and maintaining up-to-date client information. Dawn's professional journey with BGIP began in 1999 and enjoys the family-like atmosphere fostered by Brian, Lorraine, and the team.
Dawn's strengths lie in communication, workspace skills, integrity, and empathy, particularly when handling sensitive matters such as life insurance claims. Her proactive approach and ability to motivate others contribute significantly to BGIP's client-focused service model.
Ingrid Malcolm
Ingrid Malcolm is the Director of Administration at BGIP. With a decade of dedicated service and industry knowledge, Ingrid brings a wealth of experience in processes, procedures and team building.
Her expertise ensures clients receive timely and excellent service for their investment and insurance needs. Ingrid's organizational skills, attention to detail, and ability to develop and implement efficient procedures have been instrumental in the firm's success. She excels at building positive, long-term relationships with clients and guiding team members to provide exceptional service.
Ingrid’s commitment to staying current with industry standards allow her to assist advisors effectively. Her dedication to her work is evident in her love for the team and the mutual respect she shares with colleagues. Ingrid takes pride in BGIP's client-focused approach and her role in bringing value to their financial futures.
Susan O’Connor
Susan O'Connor is a licensed advisor at BGIP and brings a fresh perspective to financial planning for young families and individuals. With a focus on protecting assets, retirement planning, and education savings, Susan leverages her deep community connections to provide personalized service.
Susan also leads marketing and new business development at BGIP which has deepened her connection to the team and also the future of BGIP.
Susan's passion for client service and her ability to connect people make her an invaluable asset to our team. Her long-term vision includes building a diverse clientele and helping families achieve financial freedom. Susan's commitment to her clients' success is evident in her approach, always striving to provide recommendations that foster both financial growth and social relationships.
Marides Lazo
Marides Lazo is a dedicated Client Service Specialist at BGIP. With a drive to help people achieve their financial dreams, Marides brings a vast amount of knowledge and enthusiasm to her role. Her commitment to professional growth is evident in her recent completion of the Harmonized Life License Qualification Program, enhancing her ability to serve clients effectively
Marides thrives in the dynamic environment of her firm, drawing inspiration from the professionalism exhibited by her colleagues. Her openness and eagerness to learn make her an invaluable asset to the team. She excels in building relationships with clients and colleagues alike, leveraging her interpersonal skills to foster trust and collaboration.
Marides is an integral part of the client service team, contributing to the company's mission of guiding individuals toward financial success and security.
Lidia Catalano
Lidia Catalano, BGIP's dedicated Administrative Assistant, brings extensive office and administrative experience to support the Director of Administration and the entire team.
With a strong focus on organization, loyalty, and hard work, she plays a vital role in providing valuable support to our team. Lidia embodies BGIP's core values of honesty and respect, contributing to our company's commitment to prioritizing both clients and employees.
As part of our knowledgeable and dedicated team, she helps ensure that clients' insurance and investment needs are always met with the utmost care and professionalism. Her extensive experience and positive attitude reflect BGIP's unwavering dedication to putting our client's best interests first.