Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Jordan Rausch



Wealth Advisor

Client Relationship Manager

Jordan Rausch


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:

  • Retirement planning:  Creating plans and strategies to meet retirement income goals and maximize after-tax retirement income
  • Financial planning: Creating and monitoring a financial plan to help stay on track to  meeting financial and life goals
  • Corporate planning:  Helping to effectively accumulate wealth by monitoring taxes to maximize retirement assets
  • Tax planning: Keeping clients updated on the latest tax changes, how they might be impacted, and suggesting modifications to existing plans/strategies, if needed.
  • Estate and trusts: Efficiently transferring wealth to the next generation
  • Charitable giving: Helping clients maximize their charitable legacy

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.