Adam Gordon Mba, Cfp, Cim, Clu, Rhu

Adam Gordon Mba, Cfp, Cim, Clu, Rhu Email and Phone Number

Wealth Management @ Owens MacFadyen Group Inc
Toronto, ON, CA
Adam Gordon Mba, Cfp, Cim, Clu, Rhu's Location
Toronto, Ontario, Canada, Canada
Adam Gordon Mba, Cfp, Cim, Clu, Rhu's Contact Details

Adam Gordon Mba, Cfp, Cim, Clu, Rhu work email

Adam Gordon Mba, Cfp, Cim, Clu, Rhu personal email

About Adam Gordon Mba, Cfp, Cim, Clu, Rhu

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.

Adam Gordon Mba, Cfp, Cim, Clu, Rhu's Current Company Details
Owens MacFadyen Group Inc

Owens Macfadyen Group Inc

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Wealth Management
Toronto, ON, CA
Adam Gordon Mba, Cfp, Cim, Clu, Rhu Work Experience Details
  • Owens Macfadyen Group Inc
    Wealth Management
    Owens Macfadyen Group Inc
    Toronto, On, Ca
    View
  • Owens Macfadyen Group Inc
    Wealth Management
    Owens Macfadyen Group Inc Nov 2017 - Present
    Toronto, Halifax, Saint John, & , Moncton, Ca
    View
  • Humber College
    Adjunct Instructor
    Humber College Sep 2016 - Sep 2023
    Toronto, Ontario, Ca
    Work with post-graduate students to educate them on the components of a fully developed financial plan and outline the various stages in the process of financial planning. Students are introduced to the code of ethics and practice standards. Students examine the intersection of the six (6) segments of a financial plan to create a projected cash flow statement. An overview of the administrative aspects of a financial plan and the process of financial planning in Canada, including how it is regulated, contributes to the student’s understanding of their future role as a financial planner.
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  • Freedom 55 Financial
    Director Of Business Development
    Freedom 55 Financial Aug 2005 - Nov 2017
    Attract and coach entrepreneurial people looking for an opportunity to build an insurance or financial services practise that can give them time freedom and money freedom. We help build millionaires who in turn help their clients achieve their personal, business and philanthropic goals.
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  • Great-West Life
    Living Benefits Specialist
    Great-West Life Aug 2003 - Aug 2005
    Winnipeg, Mb, Ca
    Trained insurance advisors, brokers and consultants on how to implement Critical Illness Insurance and Disability Insurance for their professional and business owner clients. Helped advisors with field underwriting, insurance based marketing solutions and understanding the more technical issues related to disability and critical illness insurance.
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  • Power Music
    Marketing And Inside Sales
    Power Music Oct 2002 - Jun 2003
    Responsible for supporting the sales force internally and coordinating U.S. supplier marketing initiatives with the Canadian marketplace. -Worked with our key retail partners to inform them of new product offerings while increasing the sales volume of existing products.-Designed and developed company business plan to obtain new funding from corporate lending institutions to further enhance our ability to secure new manufacturing lines for us to represent in Canada
  • Camp Timberlane
    Staff
    Camp Timberlane 1992 - 2000
  • Vector Marketing
    Sale Rep
    Vector Marketing 1995 - 1996
    Olean, Ny, Us
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Adam Gordon Mba, Cfp, Cim, Clu, Rhu Skills

Retirement Planning Financial Planning Investments Strategic Financial Planning Estate Planning Insurance Disability Insurance Critical Illness Management Financial Advisory Training Financial Services Fixed Annuities Entrepreneurship Employee Benefits Mutual Funds Wealth Management Life Insurance Financial Planners Retirement Investment Advisory Retirement Savings Wealth Accumulation Asset Allocation Investment Strategies Relationship Management Recruiting Financial Coaching Sales Recruitment Wealth Pensions Critical Ilness Insurance

Adam Gordon Mba, Cfp, Cim, Clu, Rhu Education Details

  • Schulich School Of Business - York University
    Schulich School Of Business - York University
    Marketing And Strategic Management
  • Canadian Securities Institute
    Canadian Securities Institute
    Chartered Investment Manager (Cim)
  • Financial Planning Standards Council
    Financial Planning Standards Council
    Financial Services
  • Advocis
    Advocis
    Financial Services
  • York University
    York University
    History
  • Canadian Securities Institute
    Canadian Securities Institute
    Investments And Securities
  • Canadian Securities Institute
    Canadian Securities Institute
    Investments
  • Canadian Securities Institute
    Canadian Securities Institute
    Csc
  • Thornlea Ss
    Thornlea Ss
  • Advocis Banff School
    Advocis Banff School
    Estate Planning

Frequently Asked Questions about Adam Gordon Mba, Cfp, Cim, Clu, Rhu

What company does Adam Gordon Mba, Cfp, Cim, Clu, Rhu work for?

Adam Gordon Mba, Cfp, Cim, Clu, Rhu works for Owens Macfadyen Group Inc

What is Adam Gordon Mba, Cfp, Cim, Clu, Rhu's role at the current company?

Adam Gordon Mba, Cfp, Cim, Clu, Rhu's current role is Wealth Management.

What is Adam Gordon Mba, Cfp, Cim, Clu, Rhu's email address?

Adam Gordon Mba, Cfp, Cim, Clu, Rhu's email address is ad****@****55f.com

What schools did Adam Gordon Mba, Cfp, Cim, Clu, Rhu attend?

Adam Gordon Mba, Cfp, Cim, Clu, Rhu attended Schulich School Of Business - York University, Canadian Securities Institute, Financial Planning Standards Council, Advocis, York University, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Thornlea Ss, Advocis Banff School.

What are some of Adam Gordon Mba, Cfp, Cim, Clu, Rhu's interests?

Adam Gordon Mba, Cfp, Cim, Clu, Rhu has interest in Children, Investing, Education, Wish Granting, Basketball, Management Training, Camping, Music, Walking My Dog, Travel.

What skills is Adam Gordon Mba, Cfp, Cim, Clu, Rhu known for?

Adam Gordon Mba, Cfp, Cim, Clu, Rhu has skills like Retirement Planning, Financial Planning, Investments, Strategic Financial Planning, Estate Planning, Insurance, Disability Insurance, Critical Illness, Management, Financial Advisory, Training, Financial Services.

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