Bio
Credentials
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Fellow of Credit Institute, Chartered Financial Planner, Enhanced Lifestyle Planner
U of Toronto, Can Financial Security Commission, George Beshara Counselling
Experience
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Money Smart For Teens and Twenties
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Fredericton, Canada
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Book Author
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Jun 2019 - Present
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Fredericton, Canada
Gordon has over 25 years of experience as a financial planner. The preventable problems he sees in his practice motivated him to write this book. It covers aspects of financial success that are commonly overlooked in our culture. Without this understanding young people are apt to find themselves...
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Canada
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Financial Services
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1 - 100 Employee
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Marketing Manager and Retirement Planner atv Smart Choice Life
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Sep 2009 - Present
Life is exciting! I am rebooting our business after two years of a health driven sabbatical. The medical community has greatly solved my personal issues and her I am better than ever in past two decades. My Book Money Smarts for Teens has just got a glowing review from US Review of Books!Smart Choice Life Represents our clients to one or two of our 21 suppliers when searching for productsWe do all types of financial planning but I currently focus or retirement plans. We are adding other qualified experts as we grow. You enjoy your day!
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Enhancing lifestyles no matter what happens in an uncertain world.
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Jan 2009 - Sep 2009
Founder of Smart Choice Life Inc., author, financial planner. We now focus on retirement planning for those within ten years of retiring AND we also focus on making sure retirees can maintain their current standard of living and don't run out of money before they expire. We also specialize in Estate planning,
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Financial Columnist - Daily Gleaner 1996-2003 C...
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New Brunswick, Canada
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Financial advice columnist
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1996 - 2015
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New Brunswick, Canada
Writing weekly articles for Daily Gleaner forced me to be accurate and to dig deeper than the a surface information complied by large companies. I take pride in investigating the behind the scenes factors which drive the Financial Planning and Life Insurance markets. Frequently I've challenge...
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independent insurance broker
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Jan 1995 - Dec 2009
A number of my clients came to me after reading my weekly financial advice column "Money Smarts" in the Daily Gleaner in Fredericton, NBCurrent investment advice, as well as retirement and estate planning were the main aspects of my work. I was self employed and earned my living from th...
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agent
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May 1991 - Sep 1994
Financial Advisor Selling life insurance and mutual funds.
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Credit and Accounts Receivable Manager
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Sep 1968 - May 1971
I was responsible for credit approval and collections for Ontario and Eastern Canada.
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Junior to Accountant Assistant
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Jul 1964 - Mar 1968
Began as a trainee and advanced to assistant accountant. Training was going well but the pay scale was not appealing in the 1960's so I moved on.
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Education
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1995 - 1998Financial Planning Institute
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1985 - 1986UNB Greek Classics
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