About Andrew Gordon
Andrew started his career in the banking industry and from there pursued a career as an investment funds advisor. Andrew’s client base is primarily families and small business owners where he can relate through experience as they enter different stages of life. Thus far, he has completed his BBA, with a focus in finance, completed his mutual funds and life insurance licenses, and accomplished his CFP® or Certified Financial Planner® professional designation. His mission is to help build a solid foundation to meet each of his clients’ needs.
Entries by Andrew Gordon
It was the best of times, it was the worst of times
Author: Andrew Gordon, CFP® – Certified Financial Planner® “It was the best of times, it was the worst of times.” If you’re a fan of Charles Dickens, this line might ring a bell. It was taken from “A Tale of Two Cities” which was published in 1859. Although it doesn’t compare to the current marketplace; it does […]
Why Does Budgeting Hurt So Much??!!
De-Bunking Your Budgeting Barriers. If you don’t have a million dollars in your account right now, it is likely that you hate budgeting. It’s even more likely that you’re annoyed, even enraged, the moment the topic arises. It’s an interesting phenomenon, we all want to be financially successful, yet this first step is often the […]
First Time Home Buyers
First Time Home Buyers If you’re a first-time home buyer in this province (BC), there are few things that you should be aware of as you may be able to take advantage at this time. Nowadays there are two areas to first time home buyers: RRSP limitations and property purchase advantages. The first revolves around […]
RDSP: Ever heard of it?
The Registered Disability Savings Plan (“RDSP”) is one of the least talked about Registered Savings Plans on the market today. To be honest, this plan is becoming more recognized because the Government of Canada is marketing the plan for Canadian’s with a disability. In the past, RDSP’s have flown under the radar; however, throughout the […]
Segregated Funds: A Sugar-coated Mutual Fund
In a world of constant investment changes, it’s hard to keep up with all distinctions between the various fund options. Mutual funds tend to be fairly straightforward, but when it comes to segregated funds, they do offer some distinct differences that some people may not be aware of when differentiating the two. What is a […]
Should I Buy or Should I Lease Now?
If you’ve ever gone through the process of researching a new car, you’ve likely considered your options: should I buy or should I lease? Although there are many working parts to both scenarios, it really comes down to personal preference and current situation. Recently I went through this same decision process last fall when we […]
Have Questions? We’re here to help!
Our advisors are always ready to weigh-in on your financial strategies and help you develop the wealth management plan that’s right for you.
Reach out today!
Connect Wealth | 13-2970 King George Blvd. | South Surrey, BC V4P 0E6, Canada
Phone: 604.542.4298 | Toll Free: 877.542.4298 | Fax: 604.542.4289
© Copyright 2020 Connect Wealth. All rights reserved. Privacy Policy