Efficient Wealth Management

At Efficient Wealth Management Inc., we believe that financial planning is not just about managing your money, but about designing a fulfilling life. We take the time to understand your unique goals, values, and priorities to create a personalized financial plan that suits your needs.

Our Approach

We take a holistic approach to financial planning, focusing on the human side of money. Our team of experienced financial professionals understands that financial decisions are not just about numbers, but about your dreams, aspirations, and concerns. Our approach is centered around our core values of integrity, transparency, and accountability.

Our Services

We offer a range of financial planning and investment management services designed to help individuals and families achieve their financial goals. Our services include:

• Financial Planning: We take the time to understand your financial goals, values, and priorities to create a personalized financial plan that suits your needs.
• Investment Management: We provide customized investment management services designed to help you achieve your financial goals.
• Retirement Planning: We help individuals and families plan for a secure retirement.
• Estate Planning: We help individuals and families plan for their estate and ensure their assets are distributed according to their wishes.
• Tax Planning: We help individuals and families minimize their tax liability and maximize their after-tax wealth.

What Sets Us Apart

We are a fee-only financial planning firm, which means we receive no commissions from selling financial products. This allows us to provide unbiased advice and recommendations. We also believe that financial planning should come before investing, and that financial planning should be tailored to each individual's unique goals and circumstances.

Our Team

Our team of experienced financial professionals includes Gordon Stockman, a Chartered Accountant (CA), Certified Financial Planner (CFP), and Chartered Investment Manager (CIM), and Florin Pop, a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).

Our Mission

Our mission is to provide unbiased, independent, and superior financial planning advice to individuals and families. We strive to deliver exceptional service, customized solutions, and personalized attention to help our clients achieve their financial goals.

Our Philosophy

We believe that financial planning is a collaborative process between our team and our clients. We take the time to understand our clients' goals, values, and priorities and create a personalized financial plan that suits their needs. We believe that financial planning should be tailored to each individual's unique circumstances and goals, and that it should be based on a deep understanding of the client's financial situation, goals, and aspirations.