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.

With his bilingual background in French and English, Benoit provides a high quality service that delivers professionalism, integrity and honesty.

Jordan Kord is a Senior 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. He has over a decade of experience in the industry. Jordan spent 5 years working on Bay Street in Toronto, where he gained valuable experience in both Capital Markets and Wealth Management prior to joining CIBC Wood Gundy in 2019.

Jordan completed his Bachelor of Commerce, specializing in Finance at the University of Ottawa’s Telfer School of Management. In 2020, he obtained the Chartered Financial Analyst (CFA®) designation and has been a CFA® Charterholder ever since. Jordan is experienced in analyzing equities, bonds, preferred shares, convertible debentures, rights, warrants, new issues and corporate actions.

He has also completed numerous financial courses through the Canadian Securities Institute, including the Canadian Securities Course, Wealth Management Essentials, Conduct and Practices Handbook and Options Derivatives Course, just to name a few.

Jordan has now returned home to the North to help the people and communities that helped raise 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.