Gordon is a Wealth Advisor for Raymond James under the independent Lougheed Wealth Management team and has over 20 years of investment and insurance experience. He is a Certified Financial Planner™ and has focused his practice on tax and estate planning for professionals and small business owners, ensuring they meet and are always working towards their desired goals and objectives. He has been instrumental in reshaping how numerous physician groups are compensated and structured. Some of these groups include: Neo-Natologists, Radiologists, Oncologists of Alberta and British Columbia, and family physicians of western Canada.
Gordon is an active member of the community and is a past Chair of the Calgary Stampede Courtesy Car Committee, a committee he has been proud to be a member of since 1997. Apart from a variety of sports and hobbies, Gordon enjoys spending time with his wife Marianne and their three children.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
Raymond James is not affiliated with the above organizations and/or charitable causes.