Benoit Aube
Senior Investment Advisor
Benoit has been involved in the financial services industry since 1985, providing financial solutions for his clients. He tailors his expertise to a group of individuals who require comprehensive wealth management. This particular group appreciates their fee-based management model, which is designed to ensure potential conflicts of interest are negated, and that their Investment Advisor is totally focused on helping them achieve their investment goals. By combining high-quality investments and a direct, personal relationship, Benoit is able to offer his clients an alternative to standard investment practices.
Benoit provides expertise and guidance to a select group of investors who are committed to our wealth management philosophies, those who focus on the merits of long-term, goal-oriented planning, and that have reached an investment milestone of $500,000 or more. This objective warrants not only high-quality investments and direct service, but a payment structure that ensures your investment management fees are based on your assets, not your account activity.
Benoit believes that formulating a long-term investment strategy aligned to both your objectives and tolerance for risk is paramount to success. Understanding your needs in this capacity enables him to help you establish a plan to achieve what is important to you. Circumstances do change over time, and meeting on a predetermined schedule to review your portfolio and make any necessary modifications will maximize the likelihood of achievement. Benoit's goal is to ensure that his clients' objectives are continually met.
As President of the local Spruce Needles Golf Course and treasurer of the local Club Richelieu – Benoit is involved with numerous events benefiting the prosperity of the community. With his bilingual background in French and English, Benoit provides a high quality service that delivers professionalism, integrity and honesty.
Jordan Kord, CFA
Investment Advisor
Jordan Kord is an Investment Advisor with CIBC Wood Gundy providing his clients unique and customized solutions to address their needs. Jordan was born and raised in Northern Ontario and thus understands the demographic very well.
After graduating from the University of Ottawa with a degree in Finance, Jordan spent four years working in Toronto where he gained tremendous Wealth Management experience. Jordan is one of only a handful Chartered Financial Analysts (CFA) practicing in Northern Ontario.
He has now returned home to the North to help the people and communities that raised him achieve their financial dreams. Jordan believes that failing to plan is planning to fail, and he takes a disciplined approach to retirement, tax and estate planning.
He is a Timmins Chamber of Commerce board member, and enjoys an active lifestyle outdoors and by playing sports.
Benoit Aube
Benoit has been involved in the financial services industry since 1985, providing financial solutions for his clients. He tailors his expertise to a group of individuals who require comprehensive wealth management. This particular group appreciates their fee-based management model, which is designed to ensure potential conflicts of interest are negated, and that their Investment Advisor is totally focused on helping them achieve their investment goals. By combining high-quality investments and a direct, personal relationship, Benoit is able to offer his clients an alternative to standard investment practices.
Benoit provides expertise and guidance to a select group of investors who are committed to our wealth management philosophies, those who focus on the merits of long-term, goal-oriented planning, and that have reached an investment milestone of $500,000 or more. This objective warrants not only high-quality investments and direct service, but a payment structure that ensures your investment management fees are based on your assets, not your account activity.
Benoit believes that formulating a long-term investment strategy aligned to both your objectives and tolerance for risk is paramount to success. Understanding your needs in this capacity enables him to help you establish a plan to achieve what is important to you. Circumstances do change over time, and meeting on a predetermined schedule to review your portfolio and make any necessary modifications will maximize the likelihood of achievement. Benoit's goal is to ensure that his clients' objectives are continually met.
As President of the local Spruce Needles Golf Course and treasurer of the local Club Richelieu – Benoit is involved with numerous events benefiting the prosperity of the community. With his bilingual background in French and English, Benoit provides a high quality service that delivers professionalism, integrity and honesty.
Jordan Kord, CFA
Jordan Kord is an Investment Advisor with CIBC Wood Gundy providing his clients unique and customized solutions to address their needs. Jordan was born and raised in Northern Ontario and thus understands the demographic very well.
After graduating from the University of Ottawa with a degree in Finance, Jordan spent four years working in Toronto where he gained tremendous Wealth Management experience. Jordan is one of only a handful Chartered Financial Analysts (CFA) practicing in Northern Ontario.
He has now returned home to the North to help the people and communities that raised him achieve their financial dreams. Jordan believes that failing to plan is planning to fail, and he takes a disciplined approach to retirement, tax and estate planning.
He is a Timmins Chamber of Commerce board member, and enjoys an active lifestyle outdoors and by playing sports.