We’re experts because we’ve been at this for a very long time
Our firm is an outgrowth of Efficient Wealth Management Inc, a pioneer in fee-only planning, with a flat fee base and fiduciary responsible financial planning, delivering exceptional value for the lowest price in the business. EWM is among the oldest designers of strategic ETF portfolios to Canadians, having introduced the idea in 2004 (F-class Index Mutual Funds a year earlier in 2003). In fact, the entire NextgenFP team is comprised of forward thinkers, committed to using the highest attainable level of certification and experience available in this country, to serve the mass of clients who ARE NOT high net worth. It is our pleasure, not just our mission, to bring access to top tax, investment and financial planning professionals without clients needing to save millions first. We think it is useful to help you get there, not wait for you to arrive.
With more choice today for the location of your assets to be managed, we are consolidating our efforts on ADVICE ONLY, for both financial planning and securities, in a one-of-a-kind Portfolio Manager firm, Nextgen Financial Planning Inc.
A brief history of disruption
Recommends ETFs to clients
Flat Fees for Mostly Index MFs
Flat Fees for ETF Portfolios
Founder became NOT registered
Partner joined a new broker
Associated with a Portfolio Manager
Founder became PM himself
Nextgen Financial Planning Inc.
Your Nextgen Financial Team
Gordon O. Stockman, BComm., CPA, CA, CFP, CIM
Gordon is the Founder and Ultimate Designated Person for Nextgen Financial Planning Inc. He is also the President and Founder of Efficient Wealth Management Inc. and EWM Advisory LLC.
Nextgen Financial Planning Inc. is a registered Portfolio Manager (ON) but does not custody assets like a traditional PM but uses its registration for Advice for a Fee on securities.
Efficient Wealth Management Inc. was created to provide unbiased, independent, superior financial planning advice, on an Advice for a Fee basis. Its extended mission is to bring portfolio management services bundled with full financial planning to investors with less than 2 million dollars. They have been designing and utilizing strategic ETF portfolios for 20 years.
EWM Advisory LLC is Registered Investment Advisor in the State of New York. Gordon is a Chartered Accountant (CA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM). He has over to 27 years of experience in Financial Planning and Portfolio Management and over 40 years in Tax Planning. Prior to becoming a Financial Planner in 1996, Gordon had a successful career in the automotive sector as a Chief Financial Officer, Manager of Product Engineering, and Plant Manager. Gordon has also been a business owner of a company whose products won accolades around the world for their innovation. Gordon’s credentials, business acumen and experience add significant insight and value to the planning process and investment selection for his clients. Gordon is a frequent guest on television and has written numerous articles on investing and financial planning. He has also taught Financial Services and Accounting courses at local colleges.
Ahmed Mahiyan, CFA, CFP, CMT, MFin is a Human First Financial Planner. He helps clients with Empathetic Holistic Comprehensive Financial Plans. Do It Yourself (DIY) investors are a specialty. Building custom investment portfolio based on clients’ personal needs is a particular strength. Ahmed completed a thesis-based master’s degree in finance from the University of Saskatchewan and a bachelor’s degree in economics from the University of Dhaka. He is a Chartered Financial Analyst (CFA) & Chartered Market Technician (CMT) charter holder and a Certified Financial Planner (CFP) professional in Canada. He previously held Chartered Life Underwriter (CLU) and Personal Financial Planner (PFP) designations. He recently passed the CFP exam in the US and is building expertise to assist US-Canada cross boarder clients. He has spent over 6.5 years at two of Canada's "Big 5 Banks and taught financial planning courses at Seneca College in Toronto. Ahmed is an avid follower of the stock market and Formula 1 sport.