Jordan Wealth Management Group - ScotiaMcLeod Truro

Our mandate is to help our clients achieve their financial goals and we will ensure that they receive the expert advice they require to grow, protect and transfer their wealth.

For many, estate planning sounds lofty and complicated. We are here to guide you through the process so that it is not. Everyone should give careful consideration to their financial, legal and tax issues. Click here for examples of how we can help:

For many individuals, life, disability, and critical illness insurance is often an important element in planning.  Its main role is to protect your family while they are relying on your ability to earn an income, and to create or to preserve an inheritance. Learn about an Insurance Audit

If you are self employed or the owner of a business, planning for business succession can be like writing a Will – you know it needs to be done – but you really don’t want to do it. However, like a will, you have to get it done before it is too late. Leaving business succession to chance could allow someone else to decide what happens to your business, and potentially at significant cost. We can help you identify the important issues you need to consider when planning for the future of your business. Learn More

(transitioning into retirement)
Our experience is that many individuals are either afraid of retirement, or simply in denial that retirement brings on a major change in their lifestyle. This can be particularly hard for many men, who often define themselves by the work that they do. While we have experience in these transitions through being involved in the lives of clients that have gone from work to part or full retirement, we feel an essential value added service we can offer our clients is periodic educational sessions by, or referrals to, a specialist in life coaching.