About A&O Wealth Planning
Independent advice. A plan built around you.
A&O Wealth Planning is a Halifax-based independent wealth planning practice dedicated to putting your financial plan first, and products second.
Kyle Gilbert, CIM
President & Financial Planner
Meet Your Advisor
Kyle Gilbert, CIM
Kyle founded A&O Wealth Planning to offer something he found missing in the institutional financial services world: truly independent, planning-first advice, delivered by a single trusted advisor who takes the time to understand your full picture.
With 12 years of financial-services experience, including 8 years in financial advisory and branch management roles with major Canadian banks, and 4 years in a wealth-focused business development role with one of Canada's largest MGAs. Kyle brings a depth of perspective that few independent planners can match.
Having worked inside large institutions, Kyle understands how they operate, what drives their recommendations, and why an independent model produces better outcomes for clients. At A&O, there are no product quotas, no branch targets and no conflicts of interest, just a plan built around what matters most to you.
Education & Credentials
What We Stand For
Our guiding principles
Planning First
Every recommendation flows from your financial plan, not from a product shelf or a sales target.
Independence
No institutional quotas, no conflicts of interest. Advice that serves your interests, full stop.
Long-Term Relationship
We're not here for a transaction. We're here for the long run, through every stage of your financial life.
Transparency
Clear fees, clear reasoning, clear communication. You always know what you're paying and why.
Chief Loyalty Officer
Rory
Meet the Team
The Inspiration Behind the Brand
Every great firm has a story behind its identity, and ours starts with Rory. A golden retriever with an unwavering commitment to loyalty, warmth, and showing up for the people he loves, Rory inspired the look and feel of A&O Wealth Planning from the very beginning.
The logo, the colours, the brand, all of it carries a little piece of Rory's spirit. Because at the end of the day, the values we build a wealth planning practice on aren't so different from the ones a good dog embodies: trust, consistency, and genuine care for the people in your corner.
Rory does not offer financial advice. His credentials are in fetch.
Ready to meet Kyle?
Schedule a complimentary introductory meeting, no obligation, no pressure. Just a conversation about where you are and where you want to go.