Senior Financial Consultant
Investors Group Financial Planning Services Inc.
300 – 200 Yorkland Blvd.
North York, ON
Gord Dobbin is a financial planner and account executive who represents Investors Group Financial Planning Services Inc. and a long list of other well-known investment and insurance companies.
Summa Fund – a nationally recognized responsible fund – is only available through Investors Group. For information on Summa Fund and a list of the social, ethical and environmental screens used by the fund while analyzing potential investments please contact Gord.
Other services that he can provide are complete financial and estate planning services. Full brokerage accommodation and the complete shelf of insurance products. In addition, he has tax preparation services, which can be combined with his tax planning services and group RRSPs. Pensions and seminars can also be arranged.
Gord has his DFP from Wilfrid Laurier University and successfully completed his CFP accreditation in January 2001.