AeroLeads people directory · profile
Adam Gordon Mba, Cfp, Cim, Clu, Rhu Email & Phone Number
Wealth Management
at
Owens MacFadyen Group Inc
1 work email found
@omg.ca
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Adam Gordon Mba, Cfp, Cim, Clu, Rhu? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Adam Gordon Mba, Cfp, Cim, Clu, Rhu is listed as Wealth Management at Owens MacFadyen Group Inc, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at omg.ca and a matched LinkedIn profile for Adam Gordon Mba, Cfp, Cim, Clu, Rhu.
Adam Gordon Mba, Cfp, Cim, Clu, Rhu previously worked as Adjunct Instructor at Humber College and Director of Business Development at Freedom 55 Financial. Adam Gordon Mba, Cfp, Cim, Clu, Rhu holds Mba, Marketing And Strategic Management from Schulich School Of Business - York University.
Company email context
Email format at Owens MacFadyen Group Inc
This section adds company-level context without repeating Adam Gordon Mba, Cfp, Cim, Clu, Rhu's masked contact details.
*@omg.ca
68% confidence
AeroLeads found 1 current-domain work email signal for Adam Gordon Mba, Cfp, Cim, Clu, Rhu. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Retirement Planning, Financial Planning, Investments, Strategic Financial Planning, and 28 others.
Current workplace
Adam Gordon Mba, Cfp, Cim, Clu, Rhu's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 34 years
Adam Gordon Mba, Cfp, Cim, Clu, Rhu work experience
A career timeline built from the work history available for this profile.
Wealth Management
Current
Nov 2017 - Present
Adjunct Instructor
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.
Sep 2016 - Sep 2023
Director Of Business Development
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.
Aug 2005 - Nov 2017
Living Benefits Specialist
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.
Aug 2003 - Aug 2005
Marketing And Inside Sales
Power Music
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.
Oct 2002 - Jun 2003
Staff
Camp Timberlane
1992 - 2000
~8 yrs
Sale Rep
1995 - 1996
~1 yr
10 education records
Adam Gordon Mba, Cfp, Cim, Clu, Rhu education
Mba, Marketing And Strategic Management
Schulich School Of Business - York University
Chartered Investment Manager (Cim)
Canadian Securities Institute
Certified Financial Planner (Cfp), Financial Services
Financial Planning Standards Council
Registered Health Underwriter (Rhu), Financial Services
Advocis
Ba, History
York University
Portfolio Management Techniques (Pmt) Course, Investments And Securities
Canadian Securities Institute
Investment Management Techniques (Imt), Investments
Canadian Securities Institute
Csc
Canadian Securities Institute
Education record
Thornlea Ss
Chartered Life Underwriter (Clu), Estate Planning
Advocis Banff School
FAQ
Frequently asked questions about Adam Gordon Mba, Cfp, Cim, Clu, Rhu
Quick answers generated from the profile data available on this page.
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 Owens MacFadyen Group Inc?
Adam Gordon Mba, Cfp, Cim, Clu, Rhu is listed as Wealth Management at Owens MacFadyen Group Inc.
What is Adam Gordon Mba, Cfp, Cim, Clu, Rhu's email address?
AeroLeads has found 1 work email signal at @omg.ca for Adam Gordon Mba, Cfp, Cim, Clu, Rhu at Owens MacFadyen Group Inc.
Where is Adam Gordon Mba, Cfp, Cim, Clu, Rhu based?
Adam Gordon Mba, Cfp, Cim, Clu, Rhu is based in Toronto, Ontario, Canada while working with Owens MacFadyen Group Inc.
What companies has Adam Gordon Mba, Cfp, Cim, Clu, Rhu worked for?
Adam Gordon Mba, Cfp, Cim, Clu, Rhu has worked for Owens Macfadyen Group Inc, Humber College, Freedom 55 Financial, Great-West Life, and Power Music.
How can I contact Adam Gordon Mba, Cfp, Cim, Clu, Rhu?
You can use AeroLeads to view verified contact signals for Adam Gordon Mba, Cfp, Cim, Clu, Rhu at Owens MacFadyen Group Inc, including work email, phone, and LinkedIn data when available.
What schools did Adam Gordon Mba, Cfp, Cim, Clu, Rhu attend?
Adam Gordon Mba, Cfp, Cim, Clu, Rhu holds Mba, Marketing And Strategic Management from Schulich School Of Business - York University.
What skills is Adam Gordon Mba, Cfp, Cim, Clu, Rhu known for?
Adam Gordon Mba, Cfp, Cim, Clu, Rhu is listed with skills including Retirement Planning, Financial Planning, Investments, Strategic Financial Planning, Estate Planning, Insurance, Disability Insurance, and Critical Illness.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial