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My name is Anthony Gordon, I hold a Law degree, a Master of Taxation Law, and I practiced Corporate and Commercial law for several years before becoming a Financial Advisor. As a financial advisor, I have offered hundreds of families financial strategies that brought clarity to their financial decisions and helped them proactively build wealth.
Anthony Gordon practiced corporate and commercial law for several years as in-house counsel. In 2019, he became co-founder and CEO of FiduSure Financial Inc., a boutique financial services firm. In 2022, Anthony Gordon was named as a 5-Star advisor by Wealth Professional for Ontario and Eastern Canada. The award is reserved for advisors who ...
Anthony Gordon is an award-winning lawyer and financial planner who provides comprehensive financial, tax, estate, and exit-planning solutions for small to medium-sized business owners and professionals. He assists his clients in navigating the intricate financial landscape that accompanies their busy lives. With a unique understanding of the complexities involved, Anthony is a trusted advisor ...
- 500+
- Carte Wealth Management Inc.
- 5.6K
- Mississauga, Ontario, Canada
- A Plan Covering All 7 Areas to Get Your Complete Financial House in Order
- We Have Three Main Objectives in Mind For Our Clients
- We Have Three Main Outcomes in Mind For Our Clients
- Our Communication Plan For You
TAX _ESTATE __ RISK __ INVESTMENTS __ INSURANCE ___ DEBTS __ CASH FLOW 1. A Comprehensive Financial and Investment Plan. Together, we will complete a quality financial plan, including a comprehensive written lifetime financial strategy, updated annually to actualize your goals. Outcome: Clarity around your financial future and a roadmap to follow 2...
CLARITY.First, we want to make sure we understand you, your values, and what is important to you. We perform goals-based planning for your future, and keep you on track to reach your goals. COMPREHENSIVENESS and TRANSPARENCY.Second, we want to help you understand the benefits of comprehensive financial advice, provide an overview of the total costs...
Align your financial choices with your most important goals and most deeply held values, with a comprehensive plan. Get your entire financial house organized in all 7 areas, and keep it that way. Create confidence that you have a comprehensive plan that will help you achieve your goals, and give direction for your future.
Through our 3-meeting process, we will get you on track, and keep you on track to reach your goals: In the spring, we have our goals, planning and investment update and no-stone-unturned, 100-point comprehensive checklist. In the fall, we have our tax and investment strategies update, and year-end tax analysis. And in a last meeting, we cover our c...
Anthony Gordon J.D., LL.M, CFP, CLU, CEA. Anthony Gordon practiced corporate and commercial law for several years as in-house counsel. In 2019, he became co-founder and CEO of FiduSure Financial Inc., a boutique financial services firm. In 2022, Anthony Gordon was named as a 5-Star advisor by Wealth Professional for Ontario and Eastern Canada.
Anthony Gordon is the CEO of FiduSure Financial Inc., a boutique financial firm that specializes in financial, tax, and estate strategies for professionals, entrepreneurs, and business owners. Anthony practiced corporate and commercial law for several years before becoming a financial advisor and tax minimization specialist. As a financial ...
Anthony Gordon's journey began as an in-house counsel, where he practiced corporate and commercial law for several years. In 2019, he ventured into entrepreneurship as the co-founder and CEO of FiduSure Financial Inc., a boutique financial services firm. His academic credentials include a law degree and a master's degree in taxation law.
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related to: anthony gordon financial plannerGet Personalized Advice Tailored To Your Financial Picture. Find An Independent Advisor. They Are Required To Act In Your Best Interest. Find A Registered Investment Advisor.