We aim to provide capital first with disciplined, tax-efficient growth next, and predictable outcomes throughout.

For more than 15 years, Jordan has led an advisory practice serving affluent Canadians and business owners who are looking for lower tax drag, reliable cash-flow, and multi-generational estate clarity. As a discretionary portfolio manager, he aims to preserve client capital while pursuing consistent, tax-efficient growth through a rules-based process that is repeatable across market cycles.Jordan’s approach integrates portfolio construction, tax awareness, and estate coordination into one plan so clients can see and measure progress—from cash-flow sustainability to long-term wealth transfer.

Jordan holds the Fellow of the Canadian Securities Institute (FCSI) designation and is licensed to advise on options and derivatives. He is also life insurance licensed enabling a single, coordinated strategy.

What clients value most: the care taken to protect principal—and the discipline to stay on plan.

Jordan lives in the GTA with his wife and two sons. Away from the office, he’s an avid golfer who brings the same focus and course-management mindset to client portfolios.

As a professional specializing in wealth accumulation and management strategies, David applies a disciplined, science-based approach to deliver tailored financial solutions. He takes the time to understand each family’s unique circumstances and designs strategies that align with their long-term goals. Clients benefit from an exceptional advisory experience built on trust, clarity, and a commitment to achieving strong results.

David is a relationship builder who follows a defined, disciplined process to measure where clients are today versus where they want to be in the future. He recognizes that financial goals evolve as family situations change and provides personalized guidance on an ongoing basis through a collaborative, team-oriented approach.

David holds a Bachelor of Commerce degree (with distinction) specializing in Entrepreneurial Management. He also holds the Chartered Investment Manager designation and has earned advanced certifications in Retirement Strategy, Investment Advice, and Estate and Trust Planning from the Canadian Securities Institute. He is a member of Mensa, the international high IQ society. Dedicated to continuous learning, David consistently enhances his knowledge and credentials to provide clients with the highest level of service.

David works closely with his colleagues, each of whom brings specialized expertise, ensuring clients have access to a full spectrum of wealth management services. These include investment planning, estate consultations, tax-efficient strategies, and the design and implementation of charitable foundations. To ensure seamless coordination, he regularly collaborates with external advisors such as lawyers and accountants.

Born and raised in Toronto, David has long called Mississauga and Oakville home. His family roots in the Greater Toronto Area trace back to the 1850s, including a home his family built in historic Oakville that has stood since 1852.