GDM Financial Partners brings insurance, wealth planning and accounting expertise around one table — so your strategy is built and reviewed by specialists who actually talk to each other.
ESTATE & TAX INSURANCE CONSULTANT
Ellery has dedicated his career to identifying corporate opportunities and implementing effective processes for lasting results. With extensive experience in senior management roles across Canada's wireless industry, Ellery emphasizes holistic planning and conducts annual client reviews to ensure ongoing success.
He is known for his genuine care for clients, treating each relationship with the utmost respect and attention.
TAX ACCOUNTANT
Allen Provost, CPA, CA, is a Partner at TurnerMoore LLP with more than 25 years of public accounting experience. Since starting his career in 1998, he has focused on accounting, tax compliance, and strategic tax planning for owner-managed businesses.
Allen believes an accountant's greatest value lies not only in reporting on the past, but also in helping clients plan for the future. He works closely with business owners and their families to develop tax-efficient strategies that support long-term financial goals. His guidance extends beyond compliance to include wealth preservation, succession and estate planning, and strategies that reduce tax while supporting the efficient transfer of wealth between generations.
To better support clients with advanced tax and estate planning, Allen obtained his Life Insurance Licence, recognizing the important role insurance can play in these strategies. As a valued member of the Inherent Wealth team, he collaborates with accountants and other professional advisors to help business owners understand integrated tax, estate, and insurance planning opportunities. His goal is to help Canadian business owners preserve wealth, reduce tax, and build lasting financial legacies for their families. Known for his collaborative approach and practical advice, Allen is passionate about helping entrepreneurs make informed decisions today that benefit their businesses and future generations.
INSURANCE CONSULTANT
Arjun spearheads GDM's planning practice, working directly with incorporated business owners, SMEs and regulated professionals across Canada.
His focus is the advanced work most plans never get to: properly funded buy-sell agreements, corporate insurance structure, Capital Dividend Account optimization, and estate transfers designed long before they're needed.
BUSINESS DEVELOPMENT MANAGER
Navi is often the first point of contact at GDM. She manages client scheduling and advisor calendars, coordinating introductory calls, annual reviews and planning meetings so every conversation happens at the right time and with the right people in the room.
Licensed in insurance for six years, she brings a strong working knowledge of the industry to every interaction — and a clear understanding of what clients value, what they worry about and what they actually need from their advisory team.
Behind the scenes, she keeps the practice running: applications, policy paperwork, carrier follow-ups and client files are prepared, tracked and completed accurately from start to finish. Clients rarely have to chase anything, because Navi has usually handled it first.
Organized, discreet and genuinely attentive, she makes the planning process feel effortless — turning a complex, multi-advisor engagement into a smooth and well-run client experience.
Legal, tax, and wealth planning shouldn't require you to be the go-between. We coordinate directly with your advisors, then meet once a year to make sure everything still fits — your business, your family, and the latest tax rules.
The result is a single, documented strategy: continuity protected, tax minimized legitimately, and an estate that transfers the way you intended.
Every recommendation is one we would make for our own families, explained in plain language.
Advanced planning done properly — structured, documented and reviewed every year.
Strategies that use your corporate dollars efficiently and strengthen cash flow.
