Jordan Wealth Management Group - ScotiaMcLeod Truro

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Client Area

In this section we have reminders and updates, forms to request a meeting or update your information, along with common forms used to administer your accounts.

Heather's Comments

Visit Heather's Comments to find reminders and updates on the most recent administrative issues. You can also access her most recent comments below:

Client Area

Request a Meeting – Use this form to request a meeting with Ted. Simply specify a date and a preferred time and we will contact you to confirm the appointment.

Update Your Information – Need to update your information? Use this form to enter your new information and we will update our records.

Tax Reporting – A reference to help our clients with year-end tax considerations, important dates to remember, and a tax slip mailing schedule for the current year.

Guide to Statements (PDF) – This tool is designed to help you read and understand your financial statements.

Common Forms – Please find many valuable forms in this section to help us serve you better or use the below "Quick Reference" to jump to the form you wish to view.

Quick Reference - Common forms