EWM Advisory, LLC is registered as an Investment Adviser with the State of New York.
As an Investment Adviser Representative of EWM Advisory LLC, Gordon Stockman provides unbiased, independent, superior financial planning advice, on an Advice for a Fee basis.
PLANNING SERVICES
As part of our planning services, we have been designing and promoting the use of strategic ETF portfolios, lowering the costs of financial planning and investment management for the investor. Our extended mission is to bring portfolio manager services bundled with full financial planning to investors with zero to 2 million dollars.
To assist in providing cross-border financial services, EWM Advisory’s Gordon Stockman also operates north of the border under Efficient Wealth Management Inc.
Gordon Stockman is a Chartered Professional Accountant (CPA, CA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM). He has over 20 years of experience in Financial Planning, Portfolio Management and Tax Planning for Canadians and Americans. Gordon is a frequent guest on television and has written numerous articles on investing and financial planning. He has also taught Financial Services and Accounting courses at local colleges.
CLIENT SPECIALTIES
- Baby Boomers
- Career Professionals
- Gen X
- Gen Y
- Medical Professionals
- Mid Career
- Cross-Border and Expatriate Issues
- Business Financial Management
- Comprehensive Financial Planning
- Business Succession Planning
- Estate Planning
- Investment Recommendations
- Investment Structure Recommendations
- Money Coaching
- Ongoing Portfolio Management
- Portfolio Reviews
- Retirement Planning
- Severance and Early Retirement Counselling
- Strategic Investment Portfolios
- Tax Planning
- Wealth Management Service
FEE STRUCTURES
Flat Fee
Advice at the best value
Hourly Fee
Advice on an hourly basis
Monthly Fee
Advice on a monthly basis
To learn more about Gordon Stockman click here. Contact us at 647-270-9809 or email gostockman@ewmadvisory.com.