525 8th Avenue SW
Estate and Insurance Advisor
Tel: (403) 261-9570
|“I love hearing how clients have built their wealth and businesses – they are the true core of our Canadian economy – and I am privileged to assist them in protecting their legacy.” RJT
Born and raised in an entrepreneurial family in High River, Alberta, Jordan has a deep appreciation for the value of hard work, ingenuity and taking care of clients. These values are the cornerstone of the relationships Jordan has developed with clients over the course of his 15-year financial services career. Jordan has a sound understanding of the issues, complexities and opportunities that wealth presents.
Jordan specializes in providing corporate and personal clients with wealth optimization solutions and tax-efficient estate structuring. Typical clients include successful business owners, high income professionals/executives and affluent families and retirees.
Working collaboratively with your investment advisor, as well as other professional advisors, Jordan helps to design and implement customized insurance-based solutions for:
Jordan is a member of the Estate Planning Council of Calgary and Advocis (the Canadian Association of Financial Advisors). He holds a degree majoring in finance from the University of Lethbridge and a Certified Health Specialist (CHS) designation. Jordan lives in Okotoks with his wife and two daughters.