Adam Gordon
Wealth Management @Owens Macfadyen Group
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WORK HISTORY
Wealth Management @Owens Macfadyen Group
CA
EDUCATION
Canadian Securities Institute
CSC
Advocis Banff School
Chartered Life Underwriter (CLU), Estate Planning
Financial Planning Standards Council
Certified Financial Planner (CFP), Financial Services
York University
BA, History
Canadian Securities Institute
Investment Management Techniques (IMT), Investments
Canadian Securities Institute
Portfolio Management Techniques (PMT) Course, Investments and Securities
Advocis
Registered Health Underwriter (RHU), Financial Services
Canadian Securities Institute
Chartered Investment Manager (CIM)
Schulich School of Business - York University
MBA, Marketing and Strategic Management
SKILLS
ABOUT ADAM GORDON
As an Advisor at Owens MacFadyen Group, I have 20 years of experience in providing comprehensive advice to high income, high net worth business owners and professionals. I hold the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Investment Manager (CIM) designations, which demonstrate my expertise and commitment to the highest standards of financial planning.My core competencies include retirement, financial planning, and estate planning. I work with a team of specialists to deliver customized solutions that address the complex and diverse needs of our clients. I value privacy, confidentiality, and integrity in our interactions, and I strive to do the work others are unwilling to do to ensure our clients can achieve their personal, business, and philanthropic goals.
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