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 You are used to taking control, assuming risk, and realize you are only as successful as the team you build around you. Just as you likely deal with professional lawyers and accountants, Jordan Wealth Management Group can be your personal CFO. We can deal with investments you hold within your operating and holding company along side your personal investments. We can help plan the proper investments to provide the cash flow you require during retirement. We can help you decide if an IPP or RCA is in your best interests.
We can broker the best deal possible for your company or personal Life Insurance, Disability and Critical Illness needs. We can work with your existing lawyer and accountant, or bring in our expert insurance specialists, estate lawyers, etc. in planning your succession and retirement plan. We can work within our extended team of Commercial and Retail bank lenders to offer seamless and coordinated service. Request a Meeting Today!
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Time is your most valuable commodity. We at Jordan Wealth Management Group can free up your time in managing your financial affairs so that you have more time to generate income in your practice. You likely have a minimal pension scheme at your work. We will draw up a financial plan for you that lays out the savings you will need to make to provide you with an adequate retirement income.
We will work to instill discipline in your savings and investing strategies so that you stay on track. We can broker the best deal possible for your company or personal Life Insurance, Disability and Critical Illness needs. We can work within our extended team of Commercial and Retail bank lenders to offer seamless and coordinated service.
Request a Meeting Today!
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At most any age, you realize you must save for retirement. You also have to deal with other demands on your income, be it saving or paying for your home, cars, children’s educations, health, dental and life insurance coverage. We at Jordan Wealth Management Group can help you with a financial plan that ensures you have all these responsibilities adequately covered. Request a Meeting Today!
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| Income, your health and family are important to you. We will help you plan what investments make sense to give you the level of income you want. We will help you plan to make sure your investments last your lifetime, and that you can leave the legacy you desire to your family or favoured charity. We will help plan investments, and which accounts to draw down from each year that minimize your tax bill or claw-backs of government benefits, We will take the mystery out of what happens when you must convert your RRSP’s into RRIF’s.
We will help you simplify your life by offering services like paying your quarterly tax instalments for you if you wish. We can consolidate your investments so that you have one simple statement of all your investment on just a few pages. We can work with your existing lawyer and accountant, or bring in our expert estate lawyers, etc. in planning your estate, establishing trusts for minor children, spouses, disabled family, etc. Request a Meeting Today!
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You expect the highest level of attention and service. Please click on the following link for more detail on Jordan Wealth Management Group’s ScotiaMcLeod Heritage Program for clients that have $1.5 Million or more invested with us: Find out the benefits. Please click here for a summary of our process for High Net Worth Families.
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One of the most important legal responsibilities of a foundation’s board of trustees is that they must exercise the care, skill, diligence and judgment that a prudent investor would exercise in making investments. While a wide range of investment choices and greater flexibility in managing a trust portfolio are available, this likely will mean more accountability to stakeholders as to what is an acceptable standard of care.
We at Jordan Wealth Management Group can aid you in establishing an Investment Policy that takes into account the goals and cash flow needs of your foundation, while also helping guide you through the myriad of choices as to investment vehicles, managers and mandates available. Request a Meeting Today!
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