Jordan Trydal, B.Mgmt., CIM, PFP, DMS

Financial Planner, Portfolio Manager

Jordan was originally born and raised in Grande Prairie, AB. Jordan moved down to Lethbridge in 2000 to pursue his post-secondary education at the University of Lethbridge, where he received his Bachelor of Management Degree with a major in Finance. Jordan has been servicing clients with BMO Nesbitt Burns since 2004. Over that time, he has received many industry designations such as Personal Financial Planner, Derivatives Market Specialist, Chartered Investment Manager and Discretionary Portfolio Manager.

 

As a Discretionary Portfolio Manager, Jordan spends his time researching and constructing portfolios for both retail and institutional clients. His "client-fist" approach in everything he does is what keeps his relationship strong and focused. He has effectively constructed risk-adjusted portfolio to help clients navigate retirement with a goal to preserve capital and to pass on their wealth to future generations. Over the years, he has focused on building intergenerational relationships with clients and has enjoyed managing the dynamic and unique needs of each family.

Jocelyn Leeds

Senior Client Service Associate

Jocelyn has been employed with BMO Nesbitt Burns since 2013.  She completed her Canadian Securities Course and other requirements to become an Investment Representative for the team in 2019 and recently completed her training to become a Registered Representative and is currently completing additional courses.

In her first two years with the firm, Jocelyn worked as our branch operations administrator, quickly acquiring the skills and understanding of the day-to-day operations of a wealth management office. Since August 2016, Jocelyn has moved into her current role, supporting the administration and client service tasks for the team. Jocelyn's greatest skills sets are her ability to connect with people easily, her caring approach to fully understanding our clients individual situations and the importance of meeting their needs in a timely manner.

On a more personal note, Jocelyn moved to Lethbridge in the summer of 2013 from Moosomin, Saskatchewan, where she grew up on a family farm. Growing up she was involved in the local 4-H club for 17 years where she was involved in fundraising and volunteering within the community. When not at work she enjoys spending time with her husband, and two children doing outdoor activities such as; ice skating, hiking, and spending time on the farm.

 

“I take pride in supporting our clients efficiently and providing excellent customer service”