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Jordan Trydal

Financial Planner, Associate Portfolio Manager

Fax: 403-382-3497
Tel: 403-331-2028
Toll Free: 855-649-1888

Jordan Trydal
Jocelyn Leeds
Carlee Plettl

Address
606 - 4th Avenue South
Lethbridge, AB
T1J 0N7
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Meet Our Team




Jordan Trydal,B.Mgt, Finance, CIM, PFP, DMS
Financial Planner, Associate Portfolio Manager

T: 403-331-2028
F: 403-382-3497
Email: Jordan.Trydal@nbpcd.com


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, Chartered Investment Manager & Derivatives Market Specialist.

Happily married to Elaine, with a 8 year old daughter named Maleeya and a 5 year old son named Keelin, Jordan enjoys travelling and playing an occasional round of golf.
 


 

                                       

Carlee Plettl
Administrative Assistant

T: 403-331-2027
F: 403-382-3497
Email: Carlee.plettl@nbpcd.com


Carlee has been employed with BMO Nesbitt Burns since January 2018 within her current role, supporting the administration and client service tasks for the team. Carlee obtained her Office Administration Diploma at Lethbridge College in 2011. Carlee has experience working with two other prominent financial services firms in Southern Alberta since 2011, helping clients in the area of everyday banking, insurance, as well as most recently an assistant to the chief executive of a Credit Union.

On a more personal note, Carlee moved to Lethbridge in the summer of 2009 from Vauxhall, Alberta, where she grew up. Growing up she was involved in many different sports but mainly playing hockey for teams throughout Southern Alberta for 12 years. When not at work she enjoys spending time with her husband, and two daughters which includes lots of camping with family and friends in the summer months.

 





Jocelyn Leeds
Administrative Assistant

T: 403-331-2026
F: 403-382-3497
Email: Jocelyn.Leeds@nbpcd.com


Jocelyn has been employed with BMO Nesbitt Burns since 2013.  She is currently working towards completing her Canadian Securities Course and other requirements to become an Investment Representitive for the team.

In her first two years with the firm, Jocelyn worked as our branch operations administrator, quickly aquiring 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. Jocelyns 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 daughter doing outdoor activities such as; hiking, going to the Mountains and spending time on the farm.