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 Victoria
  • CFA 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.

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