Adam Gordon Email
Wealth Management @ Owens MacFadyen Group Inc
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Adam Gordon Location
- Toronto, ON, CA
Adam Gordon Work
- 2017 -now Wealth Management @
- 2016 -2023 Adjunct Instructor @
- 2005 -2017 Director of Business Development @
- 2003 -2005 Living Benefits Specialist @
Adam Gordon Education
- Advocis
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 SS 1990-1995
- Canadian Securities Institute
Chartered Investment Manager (CIM)
2018 - Canadian Securities Institute
CSC
2018
Adam Gordon Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Pensions
- Fixed Annuities
- Retirement Savings
- Insurance
- Retirement Planning
- Financial Planning
- Critical Illness
- Investments
- Relationship Management
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- Sales Recruitment
- Mutual Funds
- Life Insurance
- Strategic Financial Planning
- Critical Ilness Insurance
- Microsoft Word
- Investment Strategies
- Entrepreneurship
- Wealth Accumulation
- Microsoft Excel
- Training
- Disability Insurance
- Wealth
- Management
- Financial Coaching
- Retirement
- Recruiting
- Employee Benefits
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 and Great-West Life. Adam Gordon holds a 2018 - 2020 Chartered Life Underwriter (CLU) in Estate Planning @ Advocis. 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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Debbie Heppell
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Saint John, NB, CA
Conrad Hache
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Moncton, NB, CA
Jennifer Bonnevie
Director, Advisory Support
Halifax, NS, CA
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