Associate Wealth Advisor
Katie is the driver behind the team's exceptional level of client service. She is dedicated to delivering timely information and answers to your questions and requests.
Gord employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Gord will partner with your other professional advisors in the development of appropriate solutions. Gord began his career in the insurance industry in 1982 and is an expert in his field. He has acquired the Chartered Life Underwriter, Certified Financial Planner and Chartered Financial Consultant designations.