Jordan is a Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI), one of the highest designations awarded in the Canadian Financial Services Industry. As a Senior Discretionary Portfolio Manager and Investment Advisor, Jordan focuses on helping guide clients through various life stages and market cycles. Jordan is an Options Specialist focusing on using the most advanced techniques available to reduce risk, preserve capital and enhance tax-efficient cash flows for each client situation.
Jordan prides himself on providing personalized Wealth Management; this includes ongoing Investment Reviews, Financial Planning, Will & Estate Planning and Insurance Reviews. These services are inclusive in the Private Investment Management Program and the core of the Belton Private Wealth Management Team at RBC.
Prior to joining RBC, Jordan played Division 1 golf for the University of Hawaii. Jordan knows the opportunities and life lessons sports can teach and strives to give back through serving on the board of KidSport Surrey-White Rock, a charity dedicated to removing the financial barriers that prevent some kids from playing organized sports. Jordan lives in Fort Langley with his wife Courtney and their two young children.
