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“I offer tailored strategies, proactive communication and a commitment to your long-term success. With me, you'll have a trusted partner who genuinely cares about your financial well-being.”
Jordana offers her clients a unique combination of expertise, experience and empathy to help them in achieving their financial goals. She is a long-term resident of the Sea-to-Sky area and understands the unique financial needs and perspectives of people in the Whistler and Pemberton communities. Focused on uncovering opportunities, Jordana is able to offer advice on a range of financial matters of importance to her clients, including borrowing and lending, retirement, and more.
With over a decade of experience in the financial services field, Jordana holds the Registered Financial and Retirement Advisor (RFRA) designation. She has also completed the Investment Funds in Canada course and can offer mutual funds through Credential Asset Management Inc.
“My favourite part of my job is working with people and seeing them become more financially aware and successful. I really love to see my clients come full circle – from starting their first account and savings plan, to buying a home and becoming a smart investor.”
Jordana will work with you to develop your comprehensive LifeSpring® financial guide - a blueprint for building and maintaining a strong financial foundation. This useful financial tool will integrate all aspects of your financial picture including investments, estate planning and business banking where applicable.
Learn more about the value of working with a financial advisor.