Jordan Anger, Cfp

Jordan Anger, Cfp Email and Phone Number

Associate Financial Advisor at Assante Wealth Management @ Assante Wealth Management
toronto, ontario, canada
Jordan Anger, Cfp's Location
Greater Ottawa Metropolitan Area, Canada
Jordan Anger, Cfp's Contact Details

Jordan Anger, Cfp work email

Jordan Anger, Cfp personal email

n/a
About Jordan Anger, Cfp

I believe in providing holistic financial advice to help families achieve their financial goals. I am dedicated to simplifying and enriching the lives of clients by finding integrated solutions to their wealth management, estate planning, retirement planning, tax planning, risk management, and savings needs.

Jordan Anger, Cfp's Current Company Details
Assante Wealth Management

Assante Wealth Management

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Associate Financial Advisor at Assante Wealth Management
toronto, ontario, canada
Website:
assante.com
Employees:
961
Jordan Anger, Cfp Work Experience Details
  • Assante Wealth Management
    Associate Financial Advisor
    Assante Wealth Management Feb 2014 - Present
    Ottawa, Ontario
    Working with a senior financial advisor to establish new investment accounts and service existing client accounts for a company that focuses on providing financial solutions and advice to high-net worth clients.- Monitoring market and industry trends affecting the senior financial advisor's clients- Advising clients on the products or services that suit their needs and objectives- Arranging the purchase or sale of mutual funds and equities on behalf of investors- Prospecting, building and retaining a client base, in conjunction with the senior advisor- Staying up-to-date on current investment products and markets
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Jordan Anger, Cfp Skills

Finance Customer Service Sales Microsoft Excel Manage Client Relationships Public Speaking Data Analysis Leadership Energetic Team Player Personal Financial Planning Close Attention To Detail Numeracy Computers Adaptability Canadian Securities Course Economics Microsoft Office Arcgis Microsoft Word Statistical Data Analysis Communication Financial Advisory Wealth Management Investments Insurance

Jordan Anger, Cfp Education Details

Frequently Asked Questions about Jordan Anger, Cfp

What company does Jordan Anger, Cfp work for?

Jordan Anger, Cfp works for Assante Wealth Management

What is Jordan Anger, Cfp's role at the current company?

Jordan Anger, Cfp's current role is Associate Financial Advisor at Assante Wealth Management.

What is Jordan Anger, Cfp's email address?

Jordan Anger, Cfp's email address is ja****@****nte.com

What schools did Jordan Anger, Cfp attend?

Jordan Anger, Cfp attended University Of Ottawa, Algonquin College Of Applied Arts And Technology.

What are some of Jordan Anger, Cfp's interests?

Jordan Anger, Cfp has interest in Football, Cooking, Food And Drink, Soccer, Theatre, Music, Hockey.

What skills is Jordan Anger, Cfp known for?

Jordan Anger, Cfp has skills like Finance, Customer Service, Sales, Microsoft Excel, Manage Client Relationships, Public Speaking, Data Analysis, Leadership, Energetic Team Player, Personal Financial Planning, Close Attention To Detail, Numeracy.

Who are Jordan Anger, Cfp's colleagues?

Jordan Anger, Cfp's colleagues are Marcus Slade, Stewart Galloway, Yan Lo, Sara Moynan, Landon Dolanz, Chris Winrow, Michelle Ayinkamiye.

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