Jordan has over 8 years of experience in the financial services industry, most recently as a Private Banker with a major financial institution. He started his career as an Investment Advisor helping clients with unique and complex investment needs to achieve their goals. The core of Jordan’s investment philosophy is to strive for the right balance between safeguarding wealth and prudently increasing it. Jordan’s investment process is geared to meeting your needs, based on realistic expectations with a long-term perspective and clearly defined goals. Whether you need assistance managing wealth for yourself, your family or your business, he will provide the professional advice you need. Jordan graduated from Concordia University in 2008 and obtained his MBA from Tel Aviv University in 2011.
416 943 4370