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Gord Manzer, CFP CLU

Gord manzer, cfp clu

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location of Gord Manzer, CFP CLUWaterdown, Ontario, Canada
Phone number of Gord Manzer, CFP CLUView Mobile No.
Followers of Gord Manzer, CFP CLU1000 followers

  • Timeline

  • About me

    Financial Advisor, Retirement Planning, Wealth Assessment for Small Business Owners, Contractors, Tradespeople

  • Education

    • Fp canada

      2019 -
      Certified financial planner

      Certified Financial Planner® professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture,at the highest level of complexity required of the profession.

    • Advocis

      2017 -
      Chartered life underwriter financial planning and services

      CLU designation holders are regarded as elite professional financial advisors who specialize in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.

    • Sheridan college

      2002 - 2004
      Diploma in print journalism journalism

  • Experience

    • Bonnyville nouvelle

      Oct 2004 - Dec 2005
      Sports reporter

    • The co-operators

      Aug 2008 - Jul 2023
      Insurance/financial advisor

      As an advisor, my job is to help members of my community identify potential risks to their financial well-being and design insurance and savings plans to reduce or eliminate those risks.

    • Manzer insurance services inc.

      Mar 2017 - Sept 2024
      Owner

      I work closely with my clients to identify, plan for, and manage various types of risks they face in their businesses and personal lives. I also help identify and plan for ways to grow a business owner's and individual's wealth and plan to pass that wealth onto the next generation in the most tax-efficient way possible.

    • Edward jones canada

      Sept 2024 - now
      Financial advisor

  • Licenses & Certifications

    • Certified financial planner (cfp)

      Fp canada
      Oct 2019

    • Chartered life underwriter (clu)

      Advocis
      Jan 2017

  • Volunteer Experience

    • Director

      Issued by Waterdown BIA on Jan 2018
      Waterdown BIAAssociated with Gord Manzer, CFP CLU

    • Director

      Issued by Flamborough Information and Community Services on Oct 2013
      Flamborough Information and Community ServicesAssociated with Gord Manzer, CFP CLU

    • Chair

      Issued by Flamborough Information and Community Services on Jun 2016
      Flamborough Information and Community ServicesAssociated with Gord Manzer, CFP CLU