As an experienced Investment Advisor, Gordon McCallum utilizes a comprehensive and disciplined approach to wealth management by helping families understand their financial goals more clearly, manage their investment capital prudently and plan for an eventual tax-efficient and thoughtful transfer of wealth to family members and charities.
Gordon gains a clear understanding of his client's unique family circumstances and works with tax, legal, philanthropic and insurance advisors to ensure that integrated strategies are in place to manage the wealth in a tax-efficient manner and to create a legacy for future generations.
Gordon’s knowledge and experience working with business owners, entrepreneurs and professionals allows him to better understand their unique lifestyle, goals and wealth preservation strategies.
Once a client-specific financial road map is in place, Gordon designs customized investment portfolios that help affluent individuals and their families build and preserve their wealth to meet their current and future income needs. These investment strategies are global in nature and utilize traditional and alternative investment strategies.
Gordon entered the investment industry in 1992 and he obtained the Chartered Financial Planner (CFP) designation in 1996 and the Chartered Investment Manager (CIM) designation in 1999.