Gordon Stockman

Gordon Stockman, CPA, CA, CFP, CIM

Efficient Wealth Management

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About this planner:

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.  Gordon has also been a business owner of a company whose products won accolades around the world. Gordon’s credentials, business acumen and experience add significant insight and value to the planning process and investment selection for his clients.  Gordon is a frequent guest on television and has written numerous articles on investing and financial planning.   He has also taught Financial Services and Accounting courses at local colleges.

Gordon is the Vice President – Financial Planning and founder of Efficient Wealth Management Inc.  Efficient Wealth Management Inc. was created to provide unbiased, independent, superior financial planning advice, on an Advice for a Fee basis.  Their extended mission is to bring portfolio manager services bundled with full financial planning to investors with less than 2 million dollars.   EWM has been designing and utilizing strategic ETF portfolios for over 12 years, letting them return control of the cost of financial planning and investment management to the investor.   At Efficient Wealth Management, they are also accomplished money coaches. They created a new coaching program called The Gratifying Harvest. The program helps members enjoy their future by carefully harvesting cash flow from a lifetime of savings or preparing them to do so.

Ideal Clients

  • Baby Boomers
  • Business Financial Management
  • Business Owner
  • Business Succession Planning
  • Career Professionals
  • Comprehensive Financial Planning
  • Cross-Border and Expatriate Issues
  • Estate Planning
  • Generation X
  • Great Generation
  • Investment Choices
  • Investment Recommendations
  • Investment Structure Recommendations
  • Manager Searches
  • Medical Professionals
  • Mid-Career
  • Middle Class Accumulators
  • Money Coaching
  • Ongoing Portfolio Management
  • Portfolio Reviews
  • Retirement Planning
  • Severance and Early Retirement Counselling
  • Strategic Investment Portfolios
  • Tax Planning
  • Wealth Management Services
  • Y Generation/Millennial

Ways Advisor Charges

  • Flat Fee
  • Hourly Fee
  • Monthly Fee

Fee Options

  • Flat Fee: AUM
  • Hourly: $250/hr
  • Monthly: $200/mo

Province Serviced

  • Ontario
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