Adam Gordon Location
Toronto, ON, CA
Adam Gordon Work
- 2017 - now Wealth Management @ Owens MacFadyen Group Inc
- 2016 - 2023 Adjunct Instructor @ Humber College
- 2005 - 2017 Director of Business Development @ Freedom 55 Financial
- 2003 - 2005 Living Benefits Specialist @ Great-West Life
- 2002 - 2003 Marketing and Inside Sales @ Power Music
- 1992 - 2000 Staff @ Camp Timberlane
- 1995 - 1996 Sale Rep @ Vector Marketing
Adam Gordon Education
- Advocis Banff School
Chartered Life Underwriter (CLU) (Estate Planning)
2018 - 2020 - Canadian Securities Institute
Portfolio Management Techniques (PMT) Course (Investments and Securities)
2013 - 2014 - Canadian Securities Institute
Investment Management Techniques (IMT) (Investments)
2010 - 2011
- Financial Planning Standards Council
Certified Financial Planner (CFP) (Financial Services)
2005 - 2008 - Advocis
Registered Health Underwriter (RHU) (Financial Services)
2003 - 2004 - Schulich School of Business - York University
MBA (Marketing and Strategic Management)
2001 - 2002 - York University
BA (History)
1995 - 1998 - Thornlea SS1990 - 1995
- Canadian Securities Institute2018
Adam Gordon Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Pensions
- Fixed Annuities
- Retirement Savings
- Insurance
- Retirement Planning
- Financial Planning
- Critical Illness
Adam Gordon Summary
Adam Gordon, based in Toronto, ON, CA, is currently a Wealth Management at Owens MacFadyen Group Inc. Adam Gordon brings experience from previous roles at Humber College, Freedom 55 Financial, Great-West Life and Power Music. Adam Gordon holds a 2018 - 2020 Chartered Life Underwriter (CLU) in Estate Planning @ Advocis Banff School. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Pensions, Fixed Annuities and more. Adam Gordon has 2 emails on RocketReach.
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Top Owens MacFadyen Group Inc Employees
-
Brandt Krause
Chief Compliance Officer and Chief Financial Officer at Owens MacFadyen Group Inc
Halifax Regional Municipality, NS, CA21 -
21
-
Jason Pouliot
Chief Investment Officer at Owens MacFadyen Group Inc
Halifax Regional Municipality, NS, CA1 -
Chris Bell
Executive Vice President at Owens MacFadyen Group Inc
Saint John, NB, CA22 -
Franc Sng
Director, Investments at Owens MacFadyen Group Inc
Halifax Regional Municipality, NS, CA2 -
Jeff Owens
Partner Owens MacFadyen Group at Owens MacFadyen Group Inc
Saint John, NB, CA22 -
22
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Adam Gordon
Wealth Management at Owens MacFadyen Group Inc
Toronto, ON, CA2 -
2
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