525 8th Avenue SW
340 - 7th Avenue SW
Calgary , AB
3517 Charleswood Drive NW
Estate & Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.
Tel: (403) 260-9113
|Jordan specializes in providing our corporate and personal clients with wealth optimization solutions and tax-efficient estate structuring. Clients that generally get the most out of working with Jordan include successful business owners, high income professionals/executives and other high net worth families and retirees.
Working collaboratively with our team as well as accountants, lawyers, underwriters, actuaries and other specialized consultants; Jordan helps to deliver customized structures focused in the areas of corporate tax reduction, estate liquidity & preservation, guaranteed retirement income, business succession & family equalization - that meet our clients’ unique and diverse goals.