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Advisor

Gilbert Bong, CIM

Zelos Capital · Calgary, Alberta, Canada

Gilbert Bong, CIM is a fee-only financial advisor at Zelos Capital in Calgary, Alberta, Canada, who holds the CIM credential. Gilbert focuses on founders (pre-exit) and tax planning.

Fee-only CIM

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Specialties

Who they serve

  • Founders

Facts

FirmZelos Capital
Based in Calgary, Alberta, Canada
CredentialsCIM
Websitewww.zelosglobal.com

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Questions about Gilbert

Is Gilbert Bong, CIM a fee-only financial advisor?

Yes. Gilbert Bong, CIM is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

Where is Gilbert Bong, CIM based?

Gilbert Bong, CIM is based in Calgary, Alberta, Canada.

What does Gilbert specialize in?

Gilbert's specialties include founders (pre-exit) and tax planning. Gilbert works with founders.

What credentials does Gilbert Bong, CIM hold?

Gilbert Bong, CIM holds the CIM credential.

How do I contact Gilbert Bong, CIM?

Through Gilbert's website, www.zelosglobal.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • Canadian fee-only planners directory : a directory limited to fee-only planners
  • Zelos Capital website : specialties, clients served, and fees, checked October 28, 2026
  • Directory listing last checked April 21, 2026.

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