Member

Gordon Stockman

Efficient Wealth Management

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Gordon Stockman

Member Bio

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Specializations

Corporate Financial Planning
Corporate Tax Planning
Crossborder Planning (Canada/Other)
Crossborder Planning (US/Canada)
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
Tax Filing
Tax Planning

Designation(s)

CA
CFP (Canada)
CIM
CPA

Compensation Models

Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based

Professional Associations

CIFPs
NAPFA (US)

Education

University

Assets Under Management

Practice Size

6 to 10

Investment License

Provinces Licensed (Investment)

Ontario
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