Over the past 30 years, as a financial advisor, Gord has come to realize that regardless of their background, people seem to have similar financial goals. Some of the most common goals include providing an education for their children, traveling the world, having a comfortable retirement, and leaving a legacy for future generations.
His approach has always emphasized starting with the end in mind and helping individuals focus only on the things they can control. It may surprise you to know that, initially, several of his most successful clients felt confused and were unsure of what to do and who to trust when it came to their own financial situations.
Gord and his team build, maintain, and nurture long-term client relationships based upon personal interaction, individual attention, professionalism, and integrity.
Gord’s goal is to help clients build wealth through easy to follow investment and savings strategies, protect their loved ones via insurance and estate planning, and plan for retirement.
He is a CFP® professional and Chartered Investment Manager (CIM), who graduated from the University of Guelph with an Honours Bachelor of Commerce degree.