Jordan Wilson Email and Phone Number

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.