Jordan helps navigate finances for Western Canadian families and individauls. Some key things he helps with include:
- Incorporating tax-efficient charitable giving into a financial plan
- Understanding if you are “on-track” for your financial goals
- Creating a sustainable and tax-efficient retirement income stream
- Investment planning
- Reducing risk and single points of failure throughout your financial life
- Navigating career transitions and understanding various pensions and assets
- Children’s education funding
- Connecting your money with your values
He particularly enjoy discussions on generosity and incorporating giving into your broader financial plan.
He brings a unique background to the financial services industry. While on a golf scholarship he completed his Bachelor’s degree in Golden, CO. He has since completed a Master of Business Administration from the University of Saskatchewan. He's obtained the Master Financial Advisor in Philanthropy (MFA-P™) designation, the CERTIFIED FINANCIAL PLANNER® designation, and is a member of the Canadian Association of Gift Planners (CAGP).
Outside of the office, Jordan enjoys lots of time with his wife Brita and children Savannah and Jack. He is also a member of the Board of Directors for the Saskatoon Friendship Inn. Throughout all of Saskatchewan’s seasons Jordan likes all things active. He especially looks forward to getting out on the golf course in the summer and cross country ski trails in the winter.