Financial Security Advisor & Group Benefits Specialist
Representing Freedom 55 Financial, a division of London Life Insurance Company
Jordan has been a Financial Planner with BC Financial Solutions for the past eight years. His goal is to build custom financial plans tailored to individual clients’ needs. He is passionate with his career, and building long term relationships and strategies with his clients.
Jordan has developed over the years with continuing education including the completion of the Certified Financial Planner designation in early 2014. Previously, he had completed his Bachelor of Business Administration in Entrepreneurial Leadership at Kwantlen University in 2009.
Since Jordan started with BC Financial straight out of University he has developed the planning techniques that the firm has always valued. This includes putting the clients’ needs first and giving unbiased opinions when giving advice.
Although every client has individual needs a strong financial plan encompasses looking at controllable events such as retirement, buying property or children’s education. This includes looking at investment planning techniques suited to the individual. A well designed plan also looks at uncontrollable events and making sure the client, or their family will be well looked after in the event of death, disability or illness. It is also key to make sure the right amount of liquidity and cash flow is available for the individual’s needs.
In his spare time Jordan loves outdoor activities. He enjoys regularly hiking, kayaking, biking, swimming, golfing, snowboarding and snowshoeing. Really, when it comes to any outdoor activity he is keen to be there. He also is passionate about travel and recently has been to countries such as Peru, Cambodia, Mexico and Thailand.
Overall, Jordan truly cares about his clients and knows the value that not only implementing but maintaining a strong financial plan brings to client’s life. He will always do his best to build and maintain a strong financial strategy with you.
Please Note: For your convenience, you also have the option of contacting us by email. Please note that no email is 100% secure. We ask that you only provide us with your contact information and your question. Do not include sensitive information such as income, social insurance number.