Jordan Wilson

Jordan Wilson Email and Phone Number

Senior Financial Consultant at Investors Group Financial Services Inc. @ Investors Group Financial Services Inc.
grande prairie, alberta, canada
Jordan Wilson's Location
Salmon Arm, British Columbia, Canada, Canada
Jordan Wilson's Contact Details

Jordan Wilson work email

Jordan Wilson personal email

n/a
About Jordan Wilson

I am a Financial Advisor with Investors Group Financial Services Inc. serving individuals and business owners in and around Salmon Arm, BC. With more than 13 years of experience, I specialize in offering comprehensive investment management and retirement planning to individuals with varying financial needs and evolving personal goals, so you and your family can stay on track through any life transitions.My goal is to simplify the complicated world of investments and help clients preserve their hard-earned assets. My services include Wealth Management, Investment Advice, Retirement Planning, and Estate Planning.With help of the IG Living Plan, (a detailed financial plan that takes your entire life into account and is reviewed and updated regularly) I want to ensure that you stay on track with all your short-term and long-term financial goals.I have lived in Salmon Arm for over 28 years and I enjoy various outdoor activities like, mountain biking, hiking, and skiing.

Jordan Wilson's Current Company Details
Investors Group Financial Services Inc.

Investors Group Financial Services Inc.

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Senior Financial Consultant at Investors Group Financial Services Inc.
grande prairie, alberta, canada
Employees:
379
Jordan Wilson Work Experience Details
  • Investors Group Financial Services Inc.
    Senior Financial Consultant
    Investors Group Financial Services Inc. Mar 2020 - Present
  • Investors Group Financial Services Inc.
    Associate Consultant
    Investors Group Financial Services Inc. Dec 2010 - Mar 2020
  • Investors Group Financial Services Inc.
    Assistant
    Investors Group Financial Services Inc. Oct 2007 - Dec 2010
    Salmon Arm, Bc
  • Ing Insurance
    Commercial Systems Trainer
    Ing Insurance Oct 2004 - May 2007
    Vancouver, Bc

Jordan Wilson Education Details

Frequently Asked Questions about Jordan Wilson

What company does Jordan Wilson work for?

Jordan Wilson works for Investors Group Financial Services Inc.

What is Jordan Wilson's role at the current company?

Jordan Wilson's current role is Senior Financial Consultant at Investors Group Financial Services Inc..

What is Jordan Wilson's email address?

Jordan Wilson's email address is jo****@****oup.com

What schools did Jordan Wilson attend?

Jordan Wilson attended Financial Planning Standards Council, Ubc Sauder School Of Business.

Who are Jordan Wilson's colleagues?

Jordan Wilson's colleagues are Mounika Sompalli, Divija Sangaraju, Linda Forgo, Rolly San Juan, Atal Khanal, Ba, Rrc, Cfp, Bhavani Y, Melody Laventure.

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