Gord is an Insurance/Financial Advisor. We met over Twitter when I was launching Ambitious Adulting and he graciously agreed to share some of his tips to other Ambitious Adults.
I provide financial advice and business advice to young entrepreneurs starting their own business.
I first started my insurance career as a service rep for a pay cheque, but realized after about two years that I was making a real difference to some of my clients. I then made the decision to open my own office in my hometown (Waterdown) where I could help the people I care about most, those in my community.
I’m currently working on my Certified Financial Planner (CFP) and Chartered Life Underwrite (CLU) designations to better help my clients plan for today and the future.
Don’t be afraid to seek advice from any number of professionals, be it insurance and finance or a lawyer or an accountant. You can’t learn what you don’t know you don’t know.
Where can people learn more?