Chase Gordon
Associate Wealth Advisor at Verus Financial
Based in Vancouver, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Vancouver
Industry
Financial Services
Company size
5
Contact information
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c•••••••@verusfinancial.ca
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Background
About Chase Gordon
Chase started his career in wealth management in 2016 when he joined the Verus Financial Team. He began as an Associate, where he was responsible for administrative operations, which included servicing and managing client relationships on a daily basis. Eager, to advance his career, Chase completed the Canadian Securities Course (CSC) in 2019. Soon after, Chase became a licensed Wealth Associate and took on additional responsibility. He continued to enhance his education and build his credibility by obtaining a Certificate in Advanced Financial Advice, which allows him to provide comprehensive advice tailored to clients with varying needs, goals and objectives throughout their lifecycle. Chase is now an Associate Wealth Advisor and works closely with Ken and Cody to build personalized investment portfolios for their high-net-worth client base. In the coming years, Chase will pursue the Chartered Investment Managers (CIM) and Chartered Financial Planning (CFP) designations. Chase graduated in Business Management and studied International Business abroad at Tokiwa University in Japan. Chase’s disciplined manner was instilled by having competed at a high level in Kickboxing at a young age. While continuing to train for fun, he enjoys playing golf and tennis and is very involved in supporting local community events.
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