Skip to main content

Trish Jordan

Wealth Advisor

  • CFP®

"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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?