Jordan uses a holistic approach to wealth management helping clients build coordinated strategies that support both their current lifestyle and long-term goals.
This comprehensive approach helps build wealth, manage risk, reduce taxes and create greater clarity and confidence across all areas of a client’s financial life.
After earning a BASc in Mechanical Engineering from the University of Waterloo, Jordan earned his MBA from Wilfrid Laurier University and later obtained his Chartered Professional Accountant designation (CPA, CMA). Jordan worked for eight years in the automotive manufacturing sector before deciding to pursue his true passion. He joined the firm in late 2019. Jordan has completed the Life License Qualification Program, as well as the Canadian Securities Course.
He attained his Certified Financial Planner (CFP®) certification and is in the process of earning his Chartered Investment Manager (CIM®) designation, for discretionary investment and portfolio management services.
Jordan was born and raised in Port Colborne and continues to live in the community with his wife and three children.