“I was initially very nervous and intimidated by the whole financial planning process, but Jordan did an incredible job explaining everything and making me feel comfortable. He made me feel confident that we had put together a great plan and one that I actually understood. Overall, I couldn't be happier with Jordan as my advisor and I trust him immensely!”

Jocelyn
Toronto, client since 2019

“When our children were born, Jordan put together an amazing package which not only included information about RESPs but also different types of insurance coverage that could help set our kids up for the future, while also protecting us today in the event of something unforeseen happening. He came directly to our home and walked us through all the information.”

Ruth & Ryan
London, clients since 2017

“Jordan has given us several years of dedicated service with our finances from working with disabilities through to retirement. The comfort of knowing we are safe in retirement is very precious...and until you have been there, it is really hard to put into words what that comfort truly means.”

Cynthia & Chris
Mt. Brydges, clients since 2008

“WealthWise Planning helped my husband and I build and implement a plan to protect what matters and start saving for our three daughters’ education. Jordan instantly put us both at ease and found a way to ask tough questions in a thoughtful way.”

Ashley & John
London, clients since 2012