Jordan Fraser
Financial Advisor @Edward Jones
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WORK HISTORY
Financial Advisor @Edward Jones
Calgary, AB, CA
Delivering customized solutions but getting to know what is important to you and leveraging an established process to help you achieve your goals and dreams. Stocks, ETF\'s, Mutual Funds, GIC\'s and Insurance Solutions. Comprehensive financial analysis and advice.
EDUCATION
Advocis / Foran
LLQP, Finance and Financial Management Services
IFSE Institute
Canadian Investment Funds Course , Finance and Financial Management Services
Royal Roads University
MBA, Executive Management (Management Consulting)
SKILLS
ABOUT JORDAN FRASER
I work with individuals, families and business owners to Plan, Manage and Protect their wealth. Your goals and your dreams are what we talk about, and together we build, engage and monitor a plan to make them possible leaning on more than 20 years in business and client focused service. Want to retire at 60? Send your kids to the best schools? Ensure your savings are tax efficient?Buy a home, a boat or a vacation property? Do you know how much money you need before you retire? I can help. Connect today for a no obligation assessment. Plan better, live better.About me: I am the father of 2 daughters, one adult and one teenager. I was born in Cranbrook BC but have called SW Calgary home for the last 37 years. I have lived worked and raised my family in this community. I work hard and try to stay healthy by eating well and going to the gym 4 days a week. I enjoy music and can play guitar and drums though most of my musical ambition is in my past, I try to keep the rust off these days. My big dream is to buy a boat and Sail the Caribbean before attempting an Atlantic crossing bound for the Mediterranean. What is your biggest dream?
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