Group One Planning Solutions (GOPS) is a Financial Planning services company that has evolved over many years to provide sound financial services and advice to our clients. It began on a cold day, Dec 13 1976 when Bob White started in the life insurance business. And has evolved to become a family business with Both Wife Pat and daughter Shannon working side by side to serve our many clients and their families.
We are growing. We are adding more professionals to our GOPS Family to better serve you and your families in the future.
We are a team whose main objective is to serve our clients, their families and businesses with the highest degree of integrity and honesty to help them achieve the financial solutions to their ever changing needs today, tomorrow and for generations to come.
Each Team member brings their own unique specialty and delivers talents to the team to enhance the quality of service we provide for each of our clients' individual life style needs.
Our Goal: Working to achieve the best possible results we can for our clients, based on the information provided and within their means. To help them achieve what they envision for themselves, their family and their business, through the use of sound and proven planning strategies and techniques.
Robert N. White, CLU
Bob started his career with Metropolitan (MET) life on Dec 13 1976, and worked with MET for 15 years both as an insurance advisor and a branch manager. He spent 1 1/2 years in a large general insurance agency building the life insurance and estate planning dept. He then started a company called Page and White Financial services working in all aspects of insurance and financial planning.
In May 1997, Manulife Financial convinced him to be their advanced marketing manager in the BC interior, assisting other advisors on more advanced insurance, estate and retirement planning cases. When Manulife made some significant corporate structure changes in Nov 2001, Bob resumed a full time role of financial consulting, forming Group One Wealth Strategists, an association of 5 advisors. In October 2004, Bob and Pat formed Group One Planning Solutions Ltd., a company focused on providing the best possible advice and financial solutions for their clients, their families and their businesses. His goal is to build a financial planning company with highly skilled advisors who have specialized areas of practice.
Bob is a three-time past president of LUAC (now Advocis Canada) and has chaired numerous positions over the years with the association such as education, ethics, programs and practice. A Rotarian of 11 years serving the community both locally and internationally.
In 1997, Bob obtained his CLU (Chartered Life Underwriter) designation, which today can only be achieved after obtaining a CFP designation. Bob is a member of the Kelowna Estate Planning Society, as well a part of a professional advisor study group comprised of accountants, lawyer, trusts, and portfolio managers. Bob currently practices in all aspects of financial, income, insurance, retirement and estate planning.
I love what I do! I enjoy helping people better understand the choices they can make and what it will mean to them. I believe in - it is not what you make that counts, it is what you get to spend! So "Plan First... Invest Second".
Pat is the co-owner of Group One Planning Solutions, along side her husband Bob White. Her role at the office is mostly behind the scenes.
She manages all the bookkeeping, payroll, managing staff, and organizing client functions. In 2018, Pat started to semi-retire so that she can spend more time with her grandchildren and golfing.
"My biggest joy besides my family is my dog Chance, then golf! We have a small office with a great team of specialists that allow Bob and I to take more time away from the office to travel and golf."
Shannon Ackles is an Independent Life Insurance agent with Group One Planning Solutions. She has been apart of the Financial and Insurance service industry since 2007 where she began working alongside her father as a Marketing Assistant. Shannon has built a strong relationship with Bob's clients over the years and works closely with Bob to complete client requests, transactions and working on the web/ marketing side of Group One.
Shannon holds a diploma in Graphic Design and a Life, Accident and Sickness Insurance license. Shannon is a member of the Advocis Association, which is the definitive voice of the profession, advocating for professionalism and consumer protection.
In 2007, Shannon found herself at a crossroad not knowing which direction she wanted to take her career. Having a passion to help others she decided to follow her father's footsteps and join the family business. Her easy-going nature and openness allows Shannon to connect and communicate well with clients.
"Outside of the office I enjoy spending time with my husband Andrew, my son Ryan and our dogs Charlie & Max. As a family we spend our time out on the lakes, climbing the mountains and taking in all the Okanagan has to offer. Photography is a hobby passion of mine. I love any chance I get to photograph families, my son & our fur babies.
It's very important to me that everyone has the opportunity to work with a Life Insurance Agent and put a plan in place to protect their future, as well as their families".
Tami has been working in Kelowna as a Marketing Assistant for the past 7 years, 5 of these with us here at Group One. Her primary role is Securities Administration, and obtained her Mutual Funds license in November of 2018. This has enhanced work relationships with clients in many ways! Tami has gained great knowledge from her past career experiences including; Life Insurance Agent; Personal Injury Legal Assistant; and small business Bookkeeper/Office Manager.
Tami and her family moved to Kelowna in 2010 from the Red Deer/Edmonton area. Living the Okanagan life, you will find them out; boating; hiking; ATVing; or simply enjoying a glass of vino at one of the local wineries!
"Most people dream of retiring to a beautiful place such as Kelowna but also sometimes wonder if retirement is even in their future or how to get there. Having said that, I truly believe in planning for your future today! The book of life is hectic and throws us curve balls at any given time, we need to make sure our friends and families are prepared for these with the proper tools from full comprehensive planning. I have had the great pleasure of joining Bob and his fun professional team in 2015, we have amazing clients and I am always excited to meet the new!"