Partner, Financial Advisor, CSC, BBA
Jordan’s primary objective is to help his clients achieve their financial goals by delivering exceptional service, superior investment performance and a long-lasting relationship. He holds a Bachelor of Business Administration degree - majoring in finance and economics - from the University of Regina, and is well qualified to offer his clients advice on a broad range of investments, insurance, mortgages, tax and estate planning strategies.
Jordan has also completed the Canadian Securities course, the Life License Qualification Program and is currently working toward his Certified Financial Planner designation. He is a licensed mortgage broker and a member of Mortgage Professionals Canada. He began his career with Wolfond Financial in 2009 and became partner in 2015.