A Wealth Management Strategy, Tailored to You

My approach to managing your wealth begins with truly understanding who you are and what you would like to achieve today and in the future. Before putting your personalized long-term investment strategy in place I must be knowledgeable about you, your business and your family. This practice integrates financial planning, will and estate planning, tax planning, risk management and investment management.

My services are best suited to professionals, business owners, retirees and their families who are looking to put a comprehensive and diversified strategy in place for the management of their wealth.

I would be pleased to speak with you about your financial objectives. Please give me a call today.

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Jordan's #MarketMemo

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Supply surge keeps Canadian house prices on a downtrend

Feb 12, 2026

Supply-demand conditions weakened further in most large Canadian markets as January unfolded. Potential buyers remained cautious despite...

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Trump Warshes his hands of Powell

Feb 06, 2026

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

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Crosscurrents buffet U.S. dollar and Treasury market

Jan 29, 2026

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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