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Financial Needs Planning


Our focus is simple – We assist families in 2 specific areas;

  1. We all need Family Protection by ensuring our families & loved ones are taken care of in the event of our death, disability &/or critical illness of a primary support person.
  2. We have to make sure we don’t outlive our retirement funds by planning on-time & making the necessary changes during our journey.


Your Check Points for a Successful Journey

  • Free Financial Planning - Do you have a Financial Plan for you & your family? If not take advantage by contacting us. You will be surprised at the quality of this program using NaviPlan as our financial tool. Contact us or call in to review how this option will assist you in making an informed decision in planning your Roadmap to Retirement.
  • Insurance– Ensure your Journey will continue for both you and your family by fueling up on time;
  • Life Insurance-Cover temporary debts or final expenses.
  • Critical Illness–Critical illness insurance offers help paying costs associated with life-altering illnesses.
  • Disability Illness–Safeguard your Lifestyle Income
  • Long Term Care–Ease your financial burden in advance by planning for this eventuality

InvestmentsDo you have sufficient Fuel - $$$ For your journey so you won’t run out.

  • Mutual Funds
  • GIC’s
  • Segregated Funds – guarantees on death & maturity
  • Annuities – providing a guarantee income for life’s little side trips.

Who Am I?

James B. Gordon, BA. FICB. FCSI.

  • Needs Based Financial Planner
  • Life Licensed
  • 35 years experience in both life, investments and  the banking industry
  • Held Senior Manager Positions in Canadian Banking & Financial Services plus Managing Director of a mid-size Canadian Insurance Company
  • Fellow of the Institute of Canadian Bankers.
  • Fellow of the Canadian Securities Institute.
  • Served on many Community Fund Raising Committees
  • Two Sons a Daughter, & Three lovely Grandchildren