Don Gordon
BSc, CFP, CLU, ChFC
Credentials
Don has been a financial services professional since 1976. He has earned financial advisers’ highest designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). In addition, he is a licensed, independent Life and Accident & Sickness Insurance broker.
Along with the knowledge he offers on planning issues, strategies, and tools, Don believes a key component of his role is creating synergy. His philosophy involves collaboration with clients - and their other professional advisers - to implement carefully balanced financial, legal, tax, and estate and succession planning strategies.
Memberships
Advocis, The Financial Advisors Association of Canada; www.advocis.ca
FP Canada (formerly Financial Planning Standards Council); www.fpcanada.ca
The Institute for Advanced Financial Education; www.iafe.ca
Beyond the office
Philanthropy and community service play a large role in Don’s life. As Canada’s delegate for Oikocredit International in 2010, he filmed and produced a documentary of a study tour of microcredit institutions and clients in Uganda. Additionally, he has organized benefit concerts to raise awareness and funding for local and international non-profit organizations. Don has also supported the Victoria Raise a Reader campaign, and he has served as a director of Primary Schools for Africa (a Victoria-based charity that designs and funds schools in Tanzania).
Don has spent his life in British Columbia. He was born and raised in Burnaby, moved to Vernon in 1976, and settled in Victoria in 1983. He and his wife, Cheryl, enjoy cycling the local trails, they are experienced SCUBA divers, and they have weathered several coastal and offshore sailing trips.
Contact
Email: don@bydandwm.ca
Mobile: 250.881.7600