About Us

At Gerald Cilliers Financial Services, we are in the business of helping to shift all possible risk from you and your family or business to those companies willing to assume responsibity for your financial future.  At the same time, we are able to help you build your wealth for future enjoyment and then transfer it to the next generation in the most tax-efficient way. 

Because we represent all of the leading insurance and fund companies in Canada, we can guide you to the best currently posted insurance rates to meet your need and also negotiate directly on your behalf with insurance company underwriters, should you have a health issue which needs special consideration.   We also specialise in Guarantee issue insurance products.

Gerald Cilliers has a background of more than 20 years of prior experience in corporate financial management and has headed up his own business since arriving in Canada in early 1997.  As an independent advisory associated with Customplan Financial Advisors Inc.and PEAK Financial Group, Cilliers Financial is able to offer all clients access to some of the most successful financial consultants in Canada for legal, tax, estate and specialised planning services.

Our Partners include:

Deferred Compensation Planners
Estate Lawyers
High Worth Estate Planning
Succession Planning Specialists for your business
Tax planning for business and estates
Mortgage Brokers - Residential and Commercial
Insurance Brokers - Home and Liability Insurance