Jordan’s services are designed for individuals, families, businesses and other organizations requiring professional assistance managing their wealth.
  • Professionals such as lawyers, accountants, mortgage brokers and real estate specialists who may require assistance with their personal assets as well as a trusted partner to service shared clients

  • Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them

  • Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and co-ordinate multi-faceted financial affairs

  • Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate

  • Pre-retirees who want to make the most of their savings as they approach retirement

  • Retirees who are seeking reliable and tax efficient income from their hard earned savings

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner