Jordan Sieffert

Investment Advisor

604-981-6671 | Email me
604-838-4219
1-800-375-0585

Jordan brings over 10 years of experience to the disciplined management of his clients' wealth. He brought this approach to RBC Dominion Securities after spending eight years in the high net worth private client group at Phillips, Hager & North Investment Management and an additional two years prior, guiding a diverse mix of clients as a Financial Advisor with a large Canadian bank.

Committed to providing the best possible financial advice to his clients, Jordan has successfully completed the Chartered Financial Analyst Level I examination and is currently working towards the Chartered Investment Manager designation. Jordan has also completed a number of financial, will and estate, and tax planning courses through the Canadian Securities Institute and Institute of Canadian Bankers. Jordan obtained a Bachelor of Arts degree in Political Science from the University of Victoria in 2003, where he was a member of the Vikes varsity rugby team and the National Championship, British Columbia Under-21 rugby team.

While away from the office Jordan spends free time with his wife Lauren, four-year-old son James, and one-year-old daughter Isla, and enjoys a number of athletic pursuits, including downhill skiing, hockey and softball. Jordan gives back to the community by offering his time to the United Way of the Lower Mainland as a Volunteer Account Executive.

Daniel Lung

Associate

604-981-2359 | Email me

Daniel is a licensed associate who holds a Bachelor of Business Administration Degree and a Diploma in Finance from the British Columbia Institute of Technology.

Daniel has successfully completed the Canadian Securities Course (CSC) and Conduct Practice Handbook (CPH), and is continuously upgrading his professional credentials from the Canadian Securities Institute as well as the Chartered Financial Analyst Institute.

 

Our Extended Team
 
Craig Dale
Financial Planning Specialist
 

Craig is a Chartered Accountant and holds a Bachelor of Commerce (Honours) degree from Queens University and has completed and tutored the CICA In-Depth Tax Courses.

In his previous role as a tax manager at one of the leading international accounting firms, Craig specialized in developing and implementing tax planning strategies for high net worth individuals, their owner managed entities and family trusts with a focus on succession and estate planning. Craig has also assisted with the tax planning for corporate sales, acquisitions, and reorganizations.
 
Craig's role as a Financial Planning Specialist is to work with and support Jordan in preparing and presenting your comprehensive Compass Financial Plans and to identify and assess any related financial and tax planning concerns you might have.
 
 
 
Melissa Nagelbach, LL .B.Will & Estate Consultant
 
Prior to joining RBC Dominion Securities, Melissa practiced law in Vancouver and specialized in estate planning and estate administration as well as small business corporate and commercial matters. Melissa assisted clients with a range of estate planning matters and a variety of corporate transactions including incorporations, corporate reorganizations, corporate financing, share and asset purchase and sale transactions as well as the drafting of various corporate commercial documents including shareholder agreements and partnership agreements.
 
Melissa is a member of the Canadian Bar Association Wills and Trusts Section (Vancouver). Melissas role with RBC Wealth Management is to work with you and Jordan to review and / or structure your Will, estate and trust matters to ensure that your plan is organized in an effective and tax-efficient manner. 
 
 
 
Arne Perrin, B.Comm (HONS), CFPVice President and Estate Planning Specialist
 
Specializing in estate planning, Arne provides solutions to various wealth management issues using insurance-based strategies. Arne can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation today and at death.
 
The process involves understanding your personal and corporate objectives, and then providing information on Wills, incapacitation and trust planning. Arne then works together with your accounting and legal advisors toward developing an integrated estate plan. Arnes commerce degree is specialized in "Entrepreneurial Management.  He is also a member of the Professional Advisory Committee for the Business Family Centre at the UBC Sauder School of Business.