Jordan Rausch

Jordan serves as a Wealth Advisor in the firm's Vancouver office. With over a decade of experience in financial services, he is motivated by the personal connections he forms with his clients.

Jordan takes pride in leveraging his knowledge and expertise to empower clients to make better and more impactful financial decisions. His approach is centered around getting to know his clients on a personal level so that he can work with them to find the most effective way to add value to their business, family, and charitable endeavours. He adopts a broad, holistic planning approach that extends beyond investment management and simple retirement plans, working to ensure the proper tax, estate, risk management, philanthropic, and intergenerational planning is in place.

Jordan holds a Bachelor of Commerce degree from the University of British Columbia and is a Certified Financial Planner (CFP®). He also holds the Chartered Investment Managemer (CIM®) and Chartered Life Underwriter (CLU®) designations.