Toronto, Ontario, Canada
A native of Kitchener, Ontario, Jordan is a graduate of Carleton University with a degree in Law & Sociology. Jordan entered the financial services industry in 1991 selling Investments, Life and Disability Insurance. In 1993 he joined Dynamic Mutual Funds and quickly moved up the sales and marketing ranks, becoming one of their youngest Vice Presidents. In 2002, Jordan left Dynamic and started his own consulting practice. In 2004, he joined Investment Planning Counsel (IPC) to head up their newly created Advisor Coaching Program. In 2009 Jordan left IPC and became an independent Advisor Coach and Consultant. In 2019 he joined Croft and enjoys upgrading Advisors to a better platform to run their wealth management business. Over the years, Jordan has given more than 5,000 Advisor presentations, and another 500 client/investor talks. His experience in wholesaling and working with some of the top Advisors in Canada, has been invaluable towards improving his knowledge of “best practices”. Jordan is an amateur acrylic painter, motorcycle enthusiast and is currently Canada’s Top Athlete over age 50 (Decathlon – 10 track and field events). Jordan spends quality time with his wife Annie, two step daughters Zoe and Sophie and son Jackson.
At MacNicol, my role as Business Development Manager is to introduce the MacNicol Advisor Partnership Program to Mature Advisor Practices that are seeking an Investment Counselor for their High Net Worth Clients as well as a defined exist strategy for themselves.
Evolution Wealth Advisors creates Partnerships With Advisors by Providing Capital to assist in retooling their business, acquiring another book of business or as a succession plan (exit strategy) for Advisors looking to retire in 1 to 10 years.