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

empty shelves

Equity markets are facing a perfect storm of challenges

May 19, 2022

This unique period’s headwinds are flummoxing investors. Ironically, when sentiment decidedly sours, that’s usually not the time to give up on the market.

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Canadian inflation elevated but may be close to peak

May 18, 2022

We expect higher interest rates, both in Canada and abroad, will ultimately begin to cool demand and price pressures as the year progresses.

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Audio Commentary: Inflation, the growth outlook, and some thoughts on fixed income

May 17, 2022

A discussion of the outlook for inflation and its impact on the broader economy and markets, as well as an update on our recession scorecard.

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