Why Select an XY Planning Network Professional?
Disclaimer: The following Certified Financial Planners are all self acknowledged fee only financial planners. Currently, they may or may not meet our stringent requirements for membership. They may not have signed the voluntary oath nor meet our standards yet for 100% client originated fees. We are working towards fully compliant memberships with all planners featured.
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Efficient Wealth Management
Gordon 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.