“Jordan and I have worked together for more than 15 years. I have turned to Jordan for advice and guidance on everything I do from an investing standpoint. His approach is well balanced—secure where necessary and opportunistic when aligned with an overall strategy.  He keeps me on task and prepared for the future. He can talk technical investing but one of his best skills is communicating with my family to show how we are bringing our investment goals back to the things we value. I am looking forward to many more years of  advice.”

Trevor Dunn, Co Founder, Sea to Sky Gondola

“My family and I have worked with Jordan for the past 11 years and continue to appreciate both our results and the ongoing insight Jordan provides. Jordan’s role has now evolved to the point where he is assisting three generations within our family, making him an increasingly valuable resource for our planning going forward.”

John Harris, CPA, CA

“Jordan has been our financial advisor for 12 years, and as a result of his investment and planning expertise I was able to retire in 2014. His calm, caring personality is matched with a high level of professionalism and logical financial advice. His knowledge carried us forward from previous investment specialists who only seemed interested in their own gains. Jordan communicates well, bringing structured agendas to all meetings. He provides clients with a clear picture of the direction and actions to follow, which inevitably lead to successful outcomes financially and personally. We feel very fortunate to have Jordan as our financial advisor.”

Dr. Arnold and Susanne Johnson, Retired