Jordan Koether Email & Phone Number

Do you know when you can afford to retire? How much will you need in retirement? And will it last?Working with clients to answer these questions are ways I help families improve their financial education, build personalized strategies and transfer wealth tax-efficiently to the next generation.Located in Collingwood, Ontario, my partners and I provide a unique level of service geared toward those who value honest, high quality and personalized financial advice. We work with families, business owners and professionals to help them navigate and better understand the wealth management universe and their overall finances.Our team, Peter Hodgson, Karen Burland, Laura Behan, Tory Bandrowski and I, have over 100 years of combined financial services experience and are able to provide you and your family with a one-stop Wealth Management solution. Peter, Karen and I work closely with our individual clients to determine the right strategy – a financial plan - that we use as a guide to construct your bespoke portfolio for long term success. In addition to our team, if needed, we provide you with access to a dedicated private banker, a tax specialist, insurance specialist, mortgage specialist as well as a will & estate specialists to further simplify managing your finances.Let’s connectGive me a call: 705-444-0251 or email me at: Jordan.koether@rbc.comRBC Dominion Securities Inc - Collingwood1 First Street, Suite 230, Collingwood, ON, L9Y1A1www.thehodgsongroup.caServices offered include: bespoke investment management, retirement and major purchase planning, business succession planning, tax minimization planning, insurance analysis and philanthropic givingSocial Media DisclaimerPlease note: My LinkedIn activity, whether that is in the form of comments or sharing, does not constitute an endorsement. All views and opinions are entirely my own and do not reflect the views of RBC

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  Mcmaster University

  Bachelor Of Arts - Ba