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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Daniel M. Gordon, CIM®, CFP®

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Daniel M. Gordon

Daniel M. Gordon, CIM®, CFP®

CIBC Wood Gundy
(705) 740-2603
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Daniel.Gordon@cibc.com
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Daniel brings over a decade of experience in the financial industry, with the last five years dedicated to retirement and legacy planning.

Daniel works across every stage of the financial journey, from helping younger Canadians establish strong savings habits early, to helping pre-retirees and retirees navigate one of the most important transitions of their lives.

Daniel holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations.

Daniel's approach starts with a simple belief: there is no one-size-fits-all formula for clients. Everyone has a different story, different goals, and a different definition of "enough”. His role is to listen first, build a relationship grounded in trust and transparency, and act as a co-author of each client's financial story, helping write the next chapter with clarity and confidence.

Outside of work, Daniel is passionate about advancing financial literacy among young Canadians. He spends his free time with family, staying active, and nursing a long-standing love-hate relationship with golf.

Address

Daniel M. Gordon, CIM®, CFP® Address
2 Simcoe St. S
2nd Floor
Oshawa, ON L1H 8C1
Telephone number: (705) 740-2603

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.