About Me

Jordan Boutland serves investors in Lethbridge Alberta with a passion for helping them to protect and grow their hard-earned money. After spending 15 years in financial services and gaining experience as a Financial Planner guiding clients through retirement and investment planning, Jordan felt ready to make a deeper impact on people’s lives. He moved to BMO Private Wealth Westmount Branch as an Investment Advisor to obtain a broader and more powerful toolkit of resources to draw from.

The key to Jordan’s success is his ability to form close client relationships. Having held jobs in construction, the oil and gas industry, retail, and management, he advises everyone from blue-collar workers and agricultural business owners to executives and retirees with a humble and relatable approach. Jordan can bring the most impact to those transitioning into retirement and need cash-flow strategies, tax-efficient strategies, and guidance on how to structure their investment accounts – for example, using RRIFs to manage risk and TFSAs to enhance growth.

To build resilient portfolios, Jordan invests in companies that demonstrate a decades-long history of outperformance over their peers and the benchmarks. His full wealth plans consider multiple aspects of his clients’ financial lives, such as managing tax and estate implications that can erode wealth, and navigating the complexities of retirement planning, insurance solutions and banking services.

Jordan earned a Business Administration Diploma from Lethbridge College and served on their Business Administration Advisory Board for several years. He also studied extensively toward a Bachelor of Management at the Athabasca University Dhillon School of Business. Jordan holds the Personal Financial Planner (PFP®) and Chartered Investment Manager (CIM®) designations. He has volunteered as a coach for his children’s community baseball, hockey, soccer, and basketball leagues and is still very involved in their sports activities. His son loves hockey and snowboarding; his daughter enjoys dance and skiing. Jordan stays active by snowboarding, hiking, doing CrossFit, golfing, and boating. He loves relaxing with friends and family and trying out new recipes with the guys and the kids at the Men’s Cooking Club every month.