Who we are

GEP has grown and prospered through one of the most challenging financial periods since the Great Depression. Our nation (re)learned a great lesson about financial leverage in 2008/9 - how spending at 103% of income is eventually unsustainable.


Our company also learned lessons during this time, but grew just the same. We are certain that our focus on superior client service has been critical to our continued existence. This focus however is supported by four main principles, which have proven key to our success:


Independence, creativity, competence and integrity.


Find out how these core values have helped some of our clients achieve lasting successes.

Our Services

We advise on a full range of financial initiatives. See an overview of our services.