Financial Planner, Associate Portfolio Manager, CFA, CFP®, CIM®, CIWM, CLU Jordan Tarasoff Jordan grew up in Western Canada living in multiple cities ranging from Victoria to Calgary. Outside of the office he can be found scrambling up the Rockies, travelling to find the best ‘cheap eats’ or dabbling in whatever athletic hobby has recently caught his interest. contact Menu contact contact Jordan grew up in Western Canada living in multiple cities ranging from Victoria to Calgary. Outside of the office he can be found scrambling up the Rockies, travelling to find the best ‘cheap eats’ or dabbling in whatever athletic hobby has recently caught his interest. Prior to joining the Passmore team Jordan was an advisor and manager at a large Canadian wealth management firm. Dissatisfied with the focus on active management and the conflict of interest arising from advice being tied to product, he transitioned to PWL in 2020 to provide clients fiduciary and evidence-based advice. Jordan’s credentials include: Bachelor of Commerce – University of VictoriaCFA Charterholder (CFA)Chartered Investment Manager (CIM®)Certified Financial Planner (CFP®)Certified International Wealth Manager (CIWM)Chartered Life Underwriter (CLU) Contact the PWL Capital Team We offer comprehensive Wealth Management services to families accross Canada. We look forward to gaining a better understanding of your individual needs and discuss how we can best serve you. Please complete the form below and we will get in touch with you shortly. 1About You2About Your Investments Name* TitleMr.Mrs.MissMs.Dr.Prof.Rev. Prefix First Last Email* Phone*City ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukon How did you hear about us?*ReferralYouTube - Common Sense InvestingRational Reminder PodcastSocial MediaMedia and PressGoogleOtherInvestable Assets*under $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 - $3,000,000$3,000,000 - $5,000,000$5,000,000 +Prefer not to discloseHow can we help?What are you looking for from PWL? Check all that apply Better investment performance Investment philosophy Financial planning Estate planning Tax planning Insurance planning Other Please specify How do you currently manage your investments? I have never invested before I manage my own investment portfolio I use a Robo advisor I work with a financial advisor I have accounts with more than one financial advisor Subscribe to the Rational Reminder Newsletter. Yes, I want to subscribe to the Rational Reminder Newsletter. Δ