Gordon He, CFP®
Delivering quality financial planning services and products to residents of Ontario.
Gordon He joined Freedom 55 Financial at the beginning of 2007 after graduating from Brock University with an honors degree in Business Administration finance stream, as a financial security advisor and, at the same time, became an investment representative with Quadrus Investment Services Ltd. Prior to his career with Freedom 55 Financial and Quadrus Investment Services Ltd., Gordon worked for a professional translation company and specialized in English to Chinese translation of IPO prospectuses, financial reports, circulars and other financial and legal documents.
Gordon also earned the CFP® certification issued by Financial Planning Standards Council. The CFP® designation identifies a financial planner who must adhere to the highest standards of competence and professionalism through the fulfillment of rigorous education, examination, experience and ethics requirements. CFP® professionals must hold themselves accountable to FPSC for their professional conduct.
Gordon is known for his professionalism, hard work and dedication to his clients. He takes clients’ needs very seriously and aims to differentiate himself with his experience and ability to provide effective investment solutions.-- Kevin Wong, Director, Freedom 55 Financial
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Freedom 55 Financial
Dreams. They're the heart and soul of every financial security plan.
Freedom 55 Financial, a division of London Life Insurance Company, is backed by a history of strength and stability. Founded in London, Ontario in 1874, London Life has helped Canadians meet their financial security needs for more than 130 years. Freedom 55 Financial offers London Life’s own brand of savings and investments, retirement income, life insurance, and mortgages. In addition, we can offer a broad range of financial products from other financial institutions.
London Life’s financial strength & stability facts (Latest version / 最新版本):
Visit official website of Freedom 55 Financial (click to view the external link.)
Put the power of Quadrus to work for you.
Quadrus Investment Services Ltd., a subsidiary of London Life Insurance Company, is one of the largest mutual fund dealers in Canada with more than 3,770 investment representatives across all Canadian provinces and three territories. Quadrus Investment is Freedom 55 Financial’s exclusive mutual fund dealer.
Through Quadrus Investment, we have access to thousands of mutual funds, including the Quadrus Group of Funds – an exclusive mutual fund family that offers clients a multi-managed, multi-style approach by some of the world’s leading investment managers.
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Learn about our approach to financial security planning.
Approach to financial security planning
Gordon knows you’ve been working hard for a long time. He will help you protect and maximize your efforts – creating a customized financial security plan to help build the best possible future for you, your family and your business, or finding ways to improve on your existing efforts.
Using the Freedom 55 Financial security planning process, he will:
√ Listens as you describe what financial security means to you
√ Learns about your current situation, goals and dreams
√ Helps identify any roadblocks to achieving your goals
√ Works with you to build a plan that considers your short and long-term goals
√ Regularly reviews your financial security plan, ensuring it evolves with your changing needs.
Gordon also has the ability to connect you with a team of specialists including chartered accountants, tax lawyers, tax and estate planning consultants and private wealth counselors who can provide additional support and advice.