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CFP, CIM, CLU
Jordan Rausch is a Wealth Advisor in the firm’s Vancouver office. Working in financial services for almost 10 years, he is driven by the personal connection he has with his clients and the ability to help them make better and more impactful decisions through his knowledge and expertise.
Jordan’s 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’s practice includes:
Jordan holds a Bachelor of Commerce degree from the University of British Columbia and is a Certified Financial Planner (CFP). He also holds the Canadian Securities Institute (CIM) and Chartered Life Underwriter (CLU) designations. Outside of the office, Jordan enjoys cooking, watching football and F1, taking a scenic drive and spending time with family and friends.