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When you work with an advisor, your experience should be stress-free, not stressful. Our team takes tremendous pride in our ability to provide proactive planning with sound financial advice.
Investment Advisor & Financial Planner
“I’ve always been intrigued by investing,” says Jordan. “And I really enjoy seeing my clients thrive as a result of good advice.” Inspired by a close family friend who works for RBC Dominion Securities, Jordan knew he wanted to pursue a career in investment management and financial planning. While studying commerce at the University of Victoria, he took several courses that focused on investing, further fueling his passion for the subject.
After earning his Bachelor of Commerce (B.Comm.) degree, Jordan began his career as a personal banker at a major Canadian financial institution. There he assisted clients with their lending and banking needs. However, he never let go of his passion for investing, and when the opportunity presented itself, he joined RBC as an Investment and Retirement Planner, where he worked for six years before he moved to RBC Dominion Securities in 2015 to start his own practice.
As an Investment Advisor and Financial Planner, Jordan leverages his expertise in retirement planning, in addition to his Certified Financial Planner (CFP) designation, to provide peace of mind for his clients. Working with individuals, families, and businesses, he offers a full suite of wealth management services beyond portfolio management, from estate planning to tax strategies.
Jordan is a proud Victoria resident and loves spending time with his wife and two young sons. When he’s not in the office, he enjoys quality time with his family and friends. He also likes to stay active by going to the gym, playing ball hockey, or golfing.
Administrative Assistant
When Anastasiia emigrated from Ukraine in 2018, she brought with her many years of experience in the financial industry, client service, and sales. After working in the Municipality of Boissevain-Morton in Manitoba for a year, Anastasiia moved to Victoria and then joined RBC Dominion Securities in 2022.
With a meticulous eye for detail, she assists Jordan in an administrative capacity, organizing documentation and providing ongoing client support. Anastasiia is passionate about learning and hopes to continue to enhance her financial education, in addition to her Master's degree in economics from the National University of Pharmacy in Ukraine.
Now based in Victoria, Anastasiia remains connected to her home country by volunteering at the Ukrainian Cultural Centre in her spare time. She also enjoys staying active, either at gym or through exploring new places of Vancouver Island with her family.
