Find A Planner

Why Select an XY Planning Network Professional?

We believe everyone deserves quality, professional financial advice – that you can trust and embrace as uniquely yours.

Every fee only financial planner in the “Find a Planner” portal below signed a fiduciary oath, swearing to work in every client’s best interest. You can view a copy of this oath in each profile.

Our fee only financial planners have a plan for you regardless of your age or assets. Since they work virtually they can offer their services wherever you are!

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.

SEARCH BY POSTAL CODE

Prefer someone local? Enter your postal code or full address and choose a search radius.

SEARCH BY PROVINCE

Need a broader location-based search? Filter your results based on a province.

SEARCH BY SPECIALTY

Find an advisor who focuses on serving people just like you, and understands your needs.

SEARCH BY FEE STRUCTURE

We believe in transparency. Choose an advisor based on billing that works best for you.

Gordon Stockman, CPA, CA, CFP, CIM

Efficient Wealth Management

Mississauga, ON

CLIENT SPECIALTIES

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

QUICK BIO

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.

View Advisor Profile

Your browser is out-of-date!

Update your browser to view this website correctly. Update my browser now