Our Services

We specialize in Portfolio Management and Financial Planning. We believe that the integration and cohesion of a variety of services is the optimal approach to help you manage your financial future.

We can provide and facilitate access to a wide range of services supporting a broad range of needs. Listed below are many of the services our team provides:​



  • Portfolio Management

  • Financial Planning

  • Tax Planning

  • Trusts and Charitable Giving

  • Estate and Insurance Planning

  • Personal Banking Services (offered by BMO Bank of Montreal)

  • Working with 3rd Party Accounting and Legal Services

Clients can choose between

Advisor Discretionary - Managed Portfolio Account Program (MPA)
A fully discretionary fee-based platform that establishes a direct relationship between you and Jordan as your accredited Associate Portfolio Manager. Day-to-day investment decisions are made on a discretionary basis by Jordan in accordance with a clearly documented Investment Policy Statement based on your needs and goals.

Meridian Program
A customized fee-based advisory program that provides a traditional investment relationship without commissions. You are involved in the day-to-day investment recommendations within your portfolio.

Fee schedule available upon request.