Collin Gordon

Collin Gordon Email and Phone Number

Wealth Management Enterpreneur and Sales Leader and Storyteller @ Calgary, AB, CA
Calgary, AB, CA
Collin Gordon's Location
Calgary, Alberta, Canada, Canada
Collin Gordon's Contact Details

Collin Gordon personal email

n/a
About Collin Gordon

On to the next chapter! I refuse to use the word "retirement", (mostly because I really don't know what that means). I don't know what opportunities this will bring, but I'm very grateful for the one I've had.Where does 30 years go? 30 years experience in Financial Services and Wealth Management and most recently in helping build a Portfolio Management/Investment Fund Manager firm, where I was fortunate enough to be the Chief Financial Officer, Chief Compliance Officer, Advising Representative, ("AR"), Brand/Marketing Lead & Sales/Client Relationship Lead.

Collin Gordon's Current Company Details
Self-employed

Self-Employed

Wealth Management Enterpreneur and Sales Leader and Storyteller
Calgary, AB, CA
Collin Gordon Work Experience Details
  • Self-Employed
    Wealth Management Enterpreneur And Sales Leader And Storyteller
    Self-Employed
    Calgary, Ab, Ca
  • Self-Employed
    Wealth Management Enterpreneur/Sales Leader & Storyteller
    Self-Employed Jan 2023 - Present
  • Kinsted Wealth
    Wealth Counsellor & Partner
    Kinsted Wealth Sep 2008 - Dec 2022
    Calgary, Canada Area
    I am a Wealth Counsellor (what the industry calls "Portfolio Managers"), primarily working with private clients, advisors and institutions to construct portfolios to meet their specific needs. I have been fortunate to have also been the CFO, CCO and Brand/Marketing Lead while also being a sales and client relationship leader along the way
    View
  • Goodman Private Wealth Advisers
    Vice President, Investment Services
    Goodman Private Wealth Advisers May 2006 - Sep 2008
    I was involved in the portfolio management process as well as responsible for sales and marketing functions for Goodman, while developing alternate business channels.
    View
  • Franklin Templeton Investments
    Vice President
    Franklin Templeton Investments Oct 2004 - May 2006
    I was responsible for the retail distribution network for Southern Alberta, consulting to investment advisors and financial planners.
    View
  • Agf Management Limited
    Vice President
    Agf Management Limited Mar 2001 - May 2004
    I consulted to institutional clients, such as financial institutions and insurance companies, for Western Canada.
    View
  • Td Asset Management
    Regional Manager & Director
    Td Asset Management Jan 1991 - Mar 2001
    I held a variety of positions, the final one being responsible for managing a sales team for Western Canada. Our team represented all investment products offered by the retail bank, TD Canada Trust, to the public.

Collin Gordon Skills

Investments Portfolio Management Wealth Management Financial Services Investment Strategies Investment Advisory Finance Financial Advisory Asset Management Mutual Funds Strategic Financial Planning Financial Analysis Retirement Relationship Management Financial Planning Management Insurance Hedge Funds Asset Managment Separately Managed Accounts Retail Banking Retirement Planning Wealth Management Services

Collin Gordon Education Details

Frequently Asked Questions about Collin Gordon

What company does Collin Gordon work for?

Collin Gordon works for Self-Employed

What is Collin Gordon's role at the current company?

Collin Gordon's current role is Wealth Management Enterpreneur and Sales Leader and Storyteller.

What is Collin Gordon's email address?

Collin Gordon's email address is co****@****oint.ca

What schools did Collin Gordon attend?

Collin Gordon attended Athabasca University, University Of Calgary.

What skills is Collin Gordon known for?

Collin Gordon has skills like Investments, Portfolio Management, Wealth Management, Financial Services, Investment Strategies, Investment Advisory, Finance, Financial Advisory, Asset Management, Mutual Funds, Strategic Financial Planning, Financial Analysis.

Not the Collin Gordon you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.