Gordon Higgins brings a wealth of experience to your portfolio. In addition to a history of managing funds for High Net Worth individuals, he has managed Pension Funds and Mutual Funds.
Mr. Higgins managed mutual funds and closed end funds at company with over $5 billion in assets. He also managed pooled funds and pension funds as Vice-President, North American Equities at a one of Canada’s largest insurance companies.
He graduated from the University of Toronto with a Bachelor of Commerce degree and received his Masters in Business Administration from York University. Mr. Higgins holds both the Chartered Accountant and Chartered Financial Analyst designations.
The truth is, almost nobody understands what they need to do on a monthly basis to maintain or improve their standard of living throughout their lives. As a result, many people find they are “downwardly mobile” when it comes time to pay for a child’s university education or when they reach retirement.
Planswell is a company based in Toronto that was created to solve this problem. In about three minutes, you can create an amazing financial plan, totally free of charge. You’ll understand how to optimize your investments, insurance and mortgage for your goals, all within your existing budget.
If you decide to implement your plan, the investment portion of your plan is managed by Higgins Investment Group operating as Planswell Portfolios.
Planswell Portfolios is an operating name of Higgins Investment Group Inc., a registered portfolio manager in the provinces of B.C., Alberta and Ontario. Chief Investment Officer, Gordon Higgins, holds CA and CFA designations, as well as an MBA from the Schulich School of Business at York University. Over the past 30 years, he has managed investments for major mutual fund and insurance companies. Planswell Holdings is a separate company that builds free financial plans for Canadians and is not registered to provide securities advice. Planswell is not a registered to provide to provide securities advice, but if you decide to implement your plan, the investment portion of your plan is managed by Higgins Investment Group operating as Planswell Portfolios.