Expert Panel: The Advisor’s Opportunity with Money Savvy Kids

Affluenza is a problem!  What challenges do advisors face in building wealth for the children of their clients, especially in the case of high net worth clients?  

The more parents help their children financially, the less financially independent and self-reliant they may be. And given that these children will be stewarding their parents significant wealth some day...the opportunity is to help parents convey a sense of responsibility rather than entitlement.

Join our expert panel at our 10th Annual Distinguished Advisor Conference, November 10-13 in Ojai, CA. Register by July 15!

Deanne Gage

Deanne Gage is a Toronto-based writer and editor who has specialized in personal-finance issues since 1999. Her articles have appeared in Morningstar.ca, MoneySense, Brighterlife.ca, FORUM, Canadian Family, Today’s Parent and Chatelaine. A recipient of 11 journalism awards, including one from the Investment Funds Institute of Canada, Deanne is also a former editor of Advisor's Edge and Advisor.ca.

Gordon Pape

Gordon Pape is a well-known Canadian author who specializes in personal finance and investing. He is a frequent guest on national television and radio phone-in shows, and is often quoted in the media.

He is Editor and Publisher of three newsletters: the Internet Wealth Builder, a weekly e-mail investment advisory; The Income Investor, a bi-monthly report on income securities; and The Canada Report, a monthly newsletter for U.S. residents who want to invest in Canada.

Mr. Pape is a regular contributor to GlobeinvestorGold.com, 50-plus.net, Zoomer magazine, the Toronto Star, and Insurance Journal.

In the investing field, Gordon Pape has written and co-authored many books, with total sales in Canada and the U.S. exceeding one million copies. His newest book, published by Penguin Canada, is titled Retirement's Harsh New Realities: Protecting Your Money in a Changing World.   

Mr. Pape has had a long and distinguished career. He was a political analyst in Quebec City and Ottawa for The Gazette of Montreal for several years and spent three years in London, England as bureau chief for the Southam Newspapers, an assignment which included Northern Ireland, the Middle East and Africa. He was publisher of Canada's largest circulation magazine, The Canadian Magazine, and its successor, Today Magazine, from 1977-82. From 1984-87, he was publisher of The MoneyLetter and The TaxLetter for Hume Publishing. He also supervised a major revision of Hume's Successful Investing and Money Management course.

For 17 years his insightful financial commentaries were heard weekly on CBC radio stations across Canada, attracting tens of thousands of listeners.

Mr. Pape has been a featured speaker at several national and international financial conferences in Canada and the United States. For several years he represented Canada at the World Money Show in Orlando, Florida, which is attended by more than 8,000 people. He has lectured at Queen's University, Simon Fraser University, and the Canadian Bar Association.

Mr. Pape was the lead member of the team of three reporters that won the Roland Michener Award for Public Service Journalism for The Gazette in 1974. He received a Heritage Canada Communications award for a book he co-authored based on The Gazette series titled Montreal at the Crossroads.

In his spare time, Mr. Pape enjoys playing games with his grandchildren, golf, fishing, and fine wines.

Deborah Kerbel

Deborah Kerbel is a Canadian author.  Her list of YA novels includes Under the Moon (2012), Lure (2010), Girl on the Other Side (2009), and Mackenzie, Lost and Found (2008). Her personal essay, The Curtain, is included in the YA anthology, Dear Bully (HarperCollins, 2011). Deborah is also the co-author of the best-selling series Quizmas, Family Quizmas, and Quizmas Carols, published by Penguin Canada and Plume U.S.  Money Savvy Kids (Penguin, 2013) is her most recent collaboration with her father, financial author Gordon Pape.

Deborah’s novels have been shortlisted for the Governor General’s Literary Award, the Canadian Library Association’s YA Book of the Year Award and the Manitoba Young Reader’s Choice Award. She’s also the recipient of the City of Vaughan’s 2011 R.A.V.E. Award for her work with youth as a Literary Arts Educator and Mentor. She has been a guest speaker at both national and international literary festivals across Canada including Wordfest, Word on the Street, and Luminato.

In 1993, she graduated with honours from the University of Western Ontario with a degree in English literature. Prior to the publication of her novels, Deborah was a writer and editor specializing in consumer affairs. She has appeared on several television and radio programs, including Canada AM and Global Morning, as an expert in this area and her articles have appeared in both The Globe and Mail and The Toronto Star.

Born in London, England, Deborah currently lives and writes in Thornhill, Ontario, Canada with her husband and two children.

Kevin Gebert

CFP MFA CSWP FMA RPA EPC CPCA RHU FCSI FDS

Website: Greenrock Financial Group, Inc.

Knowledge in financial planning is a passion and goal for Kevin Gebert ever since he started as a financial advisor in 1996.  Since then he has continued his studies which enables him to pass this knowledge onto others in a simple and effective way to create financial change in people’s lives.

Kevin received his Certified Financial Planner designation in 1999 and is President of Greenrock Financial Group Inc. based in Surrey, BC.  Kevin also works with clients in Alberta and Ontario.

Writing is a hobby for Kevin and he enjoys writing original articles to build financial planning knowledge for clients and others.  He has been featured in the Vancouver Sun, National Post, Insurance Journal, Global and Mail and the Vancouver Province throughout his career.  Kevin has also been featured on the radio in the Lower Mainland and Vancouver Island on CFUN, CKNW and CFAX.

'As a financial planner I strive to be the best expert I can be in my field.  I believe that clients should expect their advisor to continue to build their knowledge through both experience and continuing education.  My desire to learn from experts that compliment the work I do brought me to Evelyn Jacks and The Knowledge Bureau in 2005/2006. The Master Financial Advisor – Retirement and Estate Planning Services Specialist designation program enabled me to learn from Evelyn and other experts through a welcomed variety of presentation formats that added to the student studying experience.  The scope of the curriculum throughout the courses engaged me as a student and at the same time was offered in a way that allowed me to still run my financial planning practice.  But it didn’t stop there.  The Knowledge Bureau always has educational events throughout each year that give graduates like me opportunities to keep updated in an ever changing world.'

Greenrock Financial Group Inc. is an independent financial planning firm located in Surrey, BC. since 1996.  In addition to meeting the financial planning needs of our clients, we offer expertise in the areas of budget counseling, marriage ‘money’ education and divorce mediation.