As an Investment Advisor with RBC Dominion Securities, Jordan takes a holistic planning approach and examines the retirement, tax and estate needs of his clients to develop a comprehensive solution for their needs. The first step he takes with every client is to listen carefully to their story, needs, and goals for the future. He takes the time to simplify complex concepts so clients can understand all available options, and be a part of every decision.
A graduate of Lakehead University, Jordan obtained a H.B Commerce degree with a major in Finance and minor in Economics. A firm believer in ongoing education, Jordan has acquired the advanced industry designations of PFP (Personal Financial Planner), CIM (Chartered Investment Manager) and FCSI (Fellow of the Canadian Securities Institute).
Jordan draws on his expert knowledge and 15 years of investment experience to develop comprehensive wealth management solutions for his clients. Jordan’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
