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Jordan has worked at TD Bank Financial Group since 2006, exclusively in a high-value affluent community. Through a holistic and disciplined approach to wealth management, his practice tailors to the unique and often complex financial needs of a high net worth clientele. A well-defined, integrated process is used to develop strategies and distinctive solutions targeting his clients’ specific needs. In addition to the Professional Financial Planner Course, Hedge Fund Essentials for Today’s Professionals, Jordan is Options and Derivatives Licensed as well as licensed to advise on both Life and Disability Insurance.
Graduate To The Next Level Of Investing
Our clients have virtually limitless access to the financial markets and tools that are unique even from our peers within TD Wealth. Premier Managed Portfolios, Equity Options, Corporate Tax Management, New Issue Access, Estate Planning and Insurance are but a few of the instruments we make available.
"Additionally I manage assets via CPMS, a pension fund platform that is bar none the leading edge of asset management; not available to the retail investor. This computerized equity filter is utilized almost exclusively by pension fund managers, who share my views on a strict discipline to asset management. My team is among a select few, even within TD, that access this incredible tool."
Fax: (905) 501-8231
Branch Office: (905) 501-8200
Branch Fax: (905) 501-8231
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.