Introducing Gordon Plewes

In my experience, most people’s primary goal is not to simply accumulate wealth. Instead, we often view financial success as the ability to use our resources in meaningful ways, to support ourselves and the people or causes that mean the most to us. Our wealth is simply a tool to live the life we desire now and in the future.

You worked hard to get to where you are and you want to make smart decisions with your money. As a Certified Financial Planner (CFP), my advice extends to many aspects of your financial picture. I can help you make smart decisions around debts you carry, investments you depend on and insurance you use to protect what you have. I believe being an independent Financial Advisor gives me the flexibility and insights to help my clients more effectively by providing a full array of financial services, including:

  • Investment, Insurance & Estate Planning
  • Pension Transfers
  • RESPs & RDSPs
  • Tax-Efficient Investments


In 2006, upon receiving my Bachelor of Commerce degree (General Business & Economics) from the University of Northern BC, I started working with Raymond James as a Financial Advisor. After helping my clients navigate the 2008 financial crisis, I attained my Certified Financial Planner (CFP) designation in 2009. This requires extensive coursework and ongoing professional development in a wide range of financial planning issues, from investment management to estate, insurance and retirement planning. In 2013, I completed my Certified Professional Consultant on Aging (CPCA) designation, which helps me better serve the unique needs of retirees and seniors.

If you would like to discuss the benefits of an independent full service financial advisor, I’d invite you to contact us to schedule a complimentary, no-obligation consultation.

Learn more about us

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.


Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.


There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.


Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.