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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.


Branch Office: (905) 660-1802



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.


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

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