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    Gordon Brock

    Gord entered the financial services industry in 1972. Since that time he has served his clients as well as providing extensive third party estate and financial planning consultation services for high net worth individuals. Gord has also served in senior corporate management positions in the financial services industry and is an experienced moderator for the Certified Financial Planner and Chartered Life Underwriter professional designations. He has occasionally been called upon to provide expert opinions or testimony in related matters. Gord is committed to ensuring his clients' values are fully respected as he provides tax effective strategies in helping them achieve their personal and financial goals. Gord has been married to Cathie since 1975 and his interests include his family, church, coaching baseball, golf and music.


    Gordon Brock's Recent Articles

    The ‘Perfect” Canada Pension Plan Client

    What would you think of the Financial Advisor who sets you up in a financial product that works like this? • You invest $4,700/year into this plan-up to your age 65. Contributions are mandatory. And while the contributions are tax deductible all benefits received are fully taxable. • These contributions must be made beginning the […]

    Posted: November 19th, 2013 under General.
    Tags: , , ,


    Estate Shrinkage at Retirement

    Retirement can be (and should be) an exciting event. After years of saving and hard work it is good to know that we can retire comfortably and with an enjoyable lifestyle. And after all that hard work and prudent financial management we should be able to enjoy productive and rewarding ‘golden years’. Proper retirement planning […]

    Posted: September 13th, 2012 under Estate Planning, Financial Planning, General, Insurance, MONEY®, Pension.


    Insured Annuity-Lifetime Income and Estate Security

    Today’s retirees are faced with the dilemma of securing an income that they will not outlive while investing in an uncertain equity market and a fixed income market paying historically low rates of return. One strategy that can form part of the solution is the use of a Life Annuity or, for those concerned about […]


    Optional Group Life Insurance?

    When purchasing term insurance should you purchase it through your Company’s group Insurance Plan or should you purchase a personally owned policy? Many people will purchase Optional Life Insurance through their Group Plan at work because it is ‘convenient’ and they think it is a ‘good deal’. But is it really? How do Optional Group […]

    Posted: August 10th, 2012 under General.


    Life Insurance as an Estate Investment

    Many people understand that permanent Life Insurance provides guaranteed estate liquidity which can be used to pay immediate last expenses and taxes as well as fund any desirable estate equalization objectives. It is not unusual to see a poorly planned estate suffer significant loss due to income tax liabilities payable at death as well as […]

    Posted: August 2nd, 2012 under General.


    Life Insurance Products Outline

    Life Insurance products can be confusing to most of us. What is term insurance? What is Whole Life or Universal Life? What is the best product?  There are different products available to allow the Insurance Planning Professional provide a proper solution for a particular planning objective. In other words, there is no ‘best product’. Our […]

    Posted: July 12th, 2012 under Financial Planning, Insurance.


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