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After a successful career as a Psychotherapist, Management Consultant and founder of multiple businesses, Jordan has followed in his grandfather and now fathers’ footsteps by joining his fathers’ successful life insurance practice. Similar to his father, he works closely with his clients always keeping their best interests in mind all the while determined to provide the best solutions to achieve clients’ financial needs and family security.
Clients have described working with Gordon and Jordan to be a stress free and incredibly valuable experience as they are both knowledgeable, forward thinking, creative, honest, hard working and a pleasure to deal with. They both have an uncanny ability to listen and empathize with clients on a deeper level in order to discern what they really want and need thereby following their motto... “Putting the needs of the client first”.
They work closely with many other professionals (legal, accounting, tax) to ensure everybody is on the same page whether it relates to financial, estate or retirement planning goals, with a particular emphasis on achieving maximum tax benefits through insurance strategies and products. Jordan focuses on the needs of individuals and families, successful professionals, business owners, groups and retirees offering proven solutions through Life Insurance, Disability, Critical Illness, Business Insurance and Health Benefit Plans.