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
Andrew's core belief is, "With us, You're Family." It's this very principle that fuels his passion to provide the very best work when helping his clients achieve their financial goals. He believes this Goal based approach is essential to financial advisory, and requires taking the time to understand the deepest desires of his clients. Together they clarify these objectives so they can start making measurable progress towards those great achievements.
Andrew sits on two boards for financial advisors through Advocis and is involved with much of the education provided to Advisors both locally and nationally. He has gone to great lengths to educate the public about financial literacy and continues to work hard at eliminating financial misrepresentations that still plague many institutions today.
In the start of 2007, Andrew founded two companies; the first installed Rebar and second Framed houses. These business's employed an intensely loyal workforce leading up to 2010 when he decided to hang up his hardhat and shift into Finance.
Andrew married his wife Jenny in the summer of 2010. Both born and raised Calgarians, they fell in love with the Okanagan during their first trip 5 years earlier; finally making the move in 2017 with their son Henry. Taking no time to adjust to the Okanagan lifestyle, they're happy to say it's one of the best decisions they've ever made.
You won't find Andrew sitting still outside office hours, as he keeps busy with his family, Scouts, hiking, carpentry, home Reno's, restoring classic cars and fostering rescue dogs. While Andrew manages to keep himself busy, he's more than happy to turn a new acquaintance into a lifelong friendship.
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!"