Gallant Wealth Inc.

About Gallant Wealth Inc.

Gallant Wealth Inc. is an investment services firm located in the Highland neighbourhood of London, Ontario. The business serves individuals and families who are looking to manage their money more effectively to achieve greater peace of mind. The firm focuses on helping clients navigate their financial lives through personalized strategies that address specific goals, such as saving for a new home, planning for retirement, or protecting loved ones from financial loss. The firm offers a comprehensive suite of financial services, including financial planning, wealth management, estate planning, and tax planning. Specific services provided by the team include portfolio analysis to determine asset allocation, insurance analysis to protect against crises like disability or illness, and retirement planning. The company utilizes a holistic approach that begins with assessing a client's cash flow to eliminate unwanted debt and unnecessary expenditures. They also provide investment strategies that emphasize downside protection and diversification across different geographies, sectors, asset allocations, and investment styles. The team is led by Bob Gallant, a financial planner with a background in business and economics, and Jocelyn Wang, a bilingual financial advisor fluent in English and Mandarin. Wang holds mutual fund and life insurance licenses and specializes in supporting diverse backgrounds, including Millennials and Gen Z. The firm describes its approach as one that combines practical, long-term strategies with a focus on building confidence and stability for its clients. Clients can engage with the business through in-person consultations, phone appointments, or online meetings. The firm also provides free financial consultations to help people begin crafting their wealth stories.