It is our professional duty to deliver unbiased advice to our clients and to ensure that maximum value is received through our fiduciary-based financial planning services. Get started by reading our trustworthy articles which help show you how to get where you want to go. What makes us different? We take the standard Seven Step Investment Management Process and improve it with an important preceeding step.
You need a professional financial advisor who works for You. Our advisors focus on your goals, analyze your situation, and build a plan to suit your needs. Manage your finances more efficiently and ensure maximum value is received with the professional advice from a financial advisor.
You need a professional financial advisor who works for You. Our advisors focus on your goals, analyze your situation, and build a plan to suit your needs. Manage your finances more efficiently and ensure maximum value is received with the professional advice from a financial advisor.
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Gordon Stockman is a Chartered Accountant (CA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM). He has close to 20 years of experience in Financial Planning and Portfolio Management and over 35 years in Tax Planning. Prior to becoming a Financial Planner in 1996, Gordon had a successful career in the automotive sector, including as a Chief Financial Officer, Manager of Product Engineering, and Plant Manager.
Efficient Wealth Management is your guide into the confusing world of personal finance. We help you avoid the pitfalls and help you embrace the advantages of a well developed but complex financial system. We act as your confidant, advocate and protector. We will earn your trust by telling you the truth at all times.
Are you a CFP frustrated by the need to become a salesperson, so that you may discuss a client's investments? We have the solution. Join the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients between ages 21 and 48.
Many people are great at planning. They will map out their education, career path, vacation time, and just about everything else. But, there's one area which many people fear to tread: Financial Planning. Instead of coming up with clearly defined financial goals and strategies, more often than not, most people just "wing it".
For those navigating a cross-border situation, it is difficult to locate an advisor who is authorized to provide financial advice on both sides of the border. Firms must understand the taxable impact and take into account regulations and cross-border assets. The ideal strategy is to utilize a financial and tax planner to understand and manage assets on both sides of the border under one unified strategy.
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