Skip to main content

Trish Jordan

Wealth Advisor

  • CFP®
  • CEA
  • MBA

Working together to help you achieve what truly matters to you

With over 28 years of financial services experience, I have been actively focused on providing comprehensive financial management solutions to high net worth individuals, families, estates and trusts and charitable and business organizations.
I hold the Certified Financial Planner (CFP) and the Certified International Wealth Manager (CIWM) designations. In addition, I hold a Masters in Business Administration from Schulich School of Business and an Honours Undergraduate degree from the University of Toronto. When I'm not a work, I can often be found paddling a lake or photographing nature.
I will work closely with you during various stages of your life to help ensure you achieve the goals and dreams that you and your family may share.

ADDITIONAL CONTACT

Branch Office: (905) 660-1802

LANGUAGES

English

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Responsible investing on the rise: Doing well while doing good

Responsible investing isn't just for millennials anymore. Kim Parlee speaks with Andrea Robertson, TD Wealth, and Damian Fernandes, TD Asset Management on the opportunities and challenges, and why doing good can also be very good for your bottom line

What should I do if there’s a recession?

I keep hearing experts say we may have a recession. Should I get my money out of the market?

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from my services?