GORDON ENGEL

GORDON ENGEL

CFP, CLU, CHS, TEP, RRCCFP Certified

Executive Financial Consultant

Investors Group Financial Services Inc.

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Investors Group

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About —

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Gord brings to the team over twenty years experience in the financial services industry. In addition to his 14 years as an advisor, Gord's previous employment at a chartered bank, and accounting firm has also proven to be valuable. Gord holds several financial planning designations, and was awarded the Dunstall Medal for the top Ontario graduate of the CLU Program. He looks forward to helping new and existing clients achieve their personal and financial goals.

Team —

RICHARD ENGEL

RICHARD ENGEL

Associate Consultant

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Phone (519) 506-7526 Email richard.engel@investorsgroup.com
Richard contributes a valuable perspective as he was a client for 10 years prior to joining the team as an associate consultant. He keeps the team up to date on industry and legislative changes. Richard draws on his past experience in the agricultural industry as well as his own unique life experiences when working with clients. He has experienced first hand the benefits of having a solid financial plan in place and is diligent in his efforts to provide the same for clients.
Carly Morris

Carly Morris

Administrative Assistant

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Phone Email carly.morris@investorsgroup.com
Carly brings some youth to our team, joining us fresh from Fanshawe where she earned her General Business Diploma. Her previous experience as an assistant event co-ordinator for the Walkerton Business Improvement Area is an asset, as she oversees the administration and client service areas of our practice. Working at our Hanover location, she plays an important role in helping the team provide clients the financial planning services they require.
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Create a financial plan for life's 'what ifs?'

Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.

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Hanover, ON N4N 1P1

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