Investment Advisor
Licensed in: British Columbia, Ontario, Alberta, Saskatchewan, California, Connecticut, District of Columbia, Delaware, Florida, Illinois, Louisiana, Massachusetts, Pennsylvania, Washington
Mission
As a member of an independent financial services firm, Gordon is committed to serving his clients in a spirit of trust and partnership. It is a commitment and a philosophy that provides his clients with The Independent Advantage:
- Clients first, always
- Sound, unbiased advice
- Innovative financial solutions
Business Philosophy
Gordon analyzes each of his client's individual circumstances and needs, and
then recommends the best strategies for reaching their ultimate financial goal.
Gordon's areas of expertise include:
- Tax efficient investment strategies
- Stocks
- Bonds
- Managed Portfolio accounts
- Estate and insurance needs
- Individual and group RRSPs
- Private Placements
When opening an account with Gordon at Canaccord Capital, you establish a
partnership dedicated to identifying, servicing and fulfilling all your financial
needs.
Clients
Gordon enjoys working with busy professionals, retired individuals and small to mid size businesses. Gordon has had experience working with all of the above groups and is therefore in the unique position of understanding the changing needs of today's investor. He has also had experience establishing and managing investment clubs, which have provided him with the experience necessary to work with active traders.
About Gordon
Gordon graduated from Wilfrid Laurier University in Ontario, achieving a
Bachelors degree in Political Science (government fiscal policy). Following
university he began work with a leading financial services company, holding
progressively more senior roles before being promoted to Manager, Financial
Institutions (managing the largest client). Gordon subsequently decided to
follow his true passion, that of investments, where he has the drive and skills
to help his clients achieve their financial goals. When not at the office Gordon
enjoys skiing, windsurfing, tennis, and acting - he has had several small roles
in film and television.
Newsletters
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
"Investing is no game. I will only recommend products that are suitable for my clients. If an investment is keeping you up at night we need to get you out of it. Peace of mind is just as important as gains."
Gordon R. Monk