Throughout his career, Jordan has advised clients with a variety of experiences working with other investment professionals during their lifetimes. One common theme that he hears from his clients is appreciating that they aren’t being forgotten. His clients are always top of mind, and they see this through frequent communication, excellent service, and quality advice. Getting to know his clients and their families is of most importance to Jordan as this information is not only crucial in giving direction to the advice that he gives but building trust is necessary to ensure that his clients are confident in following the advice that is given.

He joined CIBC Wood Gundy as the successor to an investment advisor who had over 35 years of experience before retiring. Individuals who were working with this advisor in their 40s and 50s are now working with Jordan in their 70s and 80s, and may be fortunate enough to work with just two investment advisors in their lifetime. As he meets with new individuals from many walks of life, Jordan is reminded that not everyone has had such a positive experience with their investment professionals and he now works to rebuild trust that may have been lost due to this past experience.

Prior to joining CIBC Wood Gundy, Jordan advised in a similar capacity with another financial institution where he worked for nearly 5 years before joining CIBC Wood Gundy.

Jordan is licensed to advise on insurance products. While he works with partners throughout CIBC who specialize in trusts, financial planning, estate planning, banking and more, Jordan is happy to be his clients’ first call when making any large financial decisions.

Khrystyna is a dedicated and proactive individual with over 6 years of experience working with the public. She specializes in account administration where she works with the Advisor to ensure efficient and accurate account maintenance of all clients. She thrives in the fast-paced industry and stays up to date on the ever changing regulations. Her high level of organization and attention to detail ensures seamless operation of all account opening, documentation, and reporting processes.

Khrystyna graduated with distinction from the Edwards School of Business at the University of Saskatchewan with her Bachelor of Commerce degree majoring in Finance. She is passionate about building client relationships and has obtained her industry registration requirements, which will further her knowledge in the investment industry and enrich client experiences.

Outside of work, Khrystyna enjoys being active outdoors either walking her dog, biking, or spending time at the lake. If she isn’t doing that, she keeps herself busy reading, cooking, or shopping. Originally from the small town of Englefeld, SK, Khrystyna now resides in Saskatoon, SK but makes the drive home almost every weekend to visit her family and cheer on her younger siblings at sporting events.