The content of this site is intended for U.S. residents. Please note that Nicola Wealth investment funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as an offer of any of Nicola Wealth’s investment funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.
Are you an accredited U.S. investor?
Jordan Rose is a Wealth Advisor in the firm’s Toronto office, where he thrives on helping clients achieve success through holistic planning.
Jordan helps clients see why and how they can achieve their goals successfully through effective communication and creating tangible steps. He holds a Bachelor of Science Degree in Business Administration and has achieved his CIM, CSC, AIS and PMT designations.
Jordan’s advisory experience includes:
In his spare time you can find him with his family. Early in the morning or late at night, he enjoys reading literature, history, and philosophy or watching rugby. He is also a Bob Dylan fan, and will happily share.
Segal Non-Filtered (Israel).
Words my grandfather taught me:
No one cares how much you know until they know how much you care.
What languages do you speak?
English, Spanish, Hebrew
Would you rather take pictures or be in pictures?
If y ou could play any sport professionally what would it be?
6 Nations Rugby.