"Creating a peaceful financial oasis to meet your own objectives and values is the mission that the Jordan Team is engaged in.”

Partners in Managing Your Wealth Since 1980

We help you:

  • Build and protect your wealth.

  • Plan your financial future.

  • Personalize your approach to fit your stage of life.

  • Achieve your retirement goals.

  • Plan the transfer of your wealth to the next generation in a tax-efficient manner.

  • Enjoy a range of services that address your various tax, estate, financial planning and insurance needs.

  • Benefit from interest rates negotiated for you through more than 30 financial institutions that are members of the CDIC.

  • Access research from several leading firms, including RBC Capital Markets, Veritas, JP Morgan and Standard & Poor’s.

“In partnership with you, our goal is to provide you with the highest quality of service based on trust and integrity.”