Jordan Anderson

Investment Advisor

250-356-3972 | Email me
250-356-4880

Jordan is a graduate of the University of Victoria with a Bachelor of Commerce degree. As a strong believer in continuing education, he has acquired the Financial Management Advisor and Personal Financial Planner designations.
 
With over 12 years of experience in financial services, Jordan focuses on developing comprehensive wealth management solutions tailored to each client’s unique financial situation. Jordan’s background and credentials allow him to provide sound and straightforward financial advice around an ever-growing list of complex financial situations.
 

Sarah Pettinger

Associate

250-356-3972 | Email me

Sarah joined RBC Dominion Securities in December 2015 after spending 4 years as an Executive Assistant in the Premier’s Office of the BC Legislature. She works alongside ­­­­­Jordan and his clients looking after all things customer service. Sarah is your main point of contact for any account administration requests and inquiries.

Sarah has a BA from the University of Victoria and has recently completed her Canadian Securities Course in the spring of 2016. She prides herself on her attention to detail and her ability to complete tasks for clients in a timely and efficient manner. Sarah has extensive experience working with affluent individuals in addition to political delegates and people of authority. Throughout her career she's been recognized as a positive team player and looks forward to meeting you in the office soon.
 

Stephanie Dean

Financial Planning Specialist

Stephanie joins RBC Dominion Securities with extensive knowledge and experience in financial planning. She maintains the Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations from the Canadian Securities Institute, as well as the Certified Financial Planner (CFP) designation through the Financial Planning Standards Council. Stephanie has also completed the Canadian Insurance Course and the Branch Compliance Officer’s Course to complement her expertise.

Tim Greengoe, MBA, CFP, CLU, CHS

Estate Planning Specialist

Tim began his career in the financial services industry in 1992. He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional. In collaboration with your trusted advisors, Tim follows a proven process featuring a customized, client-centric, goals-based approach to create, protect, enhance and transfer wealth.

In addition to a bachelor’s degree in political science and an MBA, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.

Tim has called Vancouver Island home since 1980 and settled in Victoria, B.C., in 1985, where he enjoys the west coast lifestyle with his wife, two sons, extended family and friends. Tim coaches youth soccer, is an avid cyclist and loves to walk his dog Magnus.