Andrew Gordon

Certified Financial Planner @Affinity Planning Group

Vancouver, BC, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

Reveal Contact Details

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WORK HISTORY

Apr 2023 — Present

Certified Financial Planner @Affinity Planning Group

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EDUCATION

2000 — 2004

Trinity Western University

BBA, Business Finance

SKILLS

Disability InsuranceCertified Financial PlannerInvestment StrategiesCritical IllnessRetirementStrategic Financial PlanningFinancial AdvisoryIncome ProtectionInvestmentsInvestment AdvisoryWealth Management ServicesEmployee BenefitsHigh Net Worth IndividualsTerm Life InsuranceFinancial GoalsLife InsuranceFinanceWealth AccumulationBankingAsset AllocationMutual FundsSaving for EducationRisk ManagementWealthAsset ManagementSecuritiesEstate PlanningInsuranceFixed AnnuitiesRetirement SavingsFinancial PlannersFinancial ServicesLong-Term CarePersonal Financial PlanningWealth ManagementPensionsCreditFinancial PlanningMortgage LendingPortfolio Management

ABOUT ANDREW GORDON

Completed my BBA at Trinity Western University in 2004, and have since then gained experience in the banking industry followed by professionally building a Financial Planning business for the last 16 years.My mission is to exemplify my skills in an environment where I will build relationships, communicate efficiently, and implement strategies and plans in an effective manner. My client base is primarily made up of Families and Business Owner\'s where I can relate through personal experiences as they enter through the various lifecycle stages. Specialties: Investment and Insurance PlanningCertified Financial Planner

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