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Ted Jordan, BBA, CFP
Senior Wealth Advisor |
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Phone
Fax
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(902) 896-7740
(902) 896-7742 |
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Toll Free
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1-877-244-5970 |
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Email
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ted_jordan@scotiamcleod.com |
| You can trust that I will help you manage your money as if it was my own. |
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I graduated from U.N.B. in 1977 with a Business Degree. Since then I have always worked in a business enviroment, including twelve years as a Chief Financial Officer of two hospitals. I joined ScotiaMcLeod in 1995 after obtaining Honours in the Canadian Securities Course. To cover my client's total planning needs, I am also licensed to deal with Options, Life & Disability Insurance, and have been a Certified Financial Planner since 1999. I am proud to work with my assistant Heather Terry, BBA. You will find she is extremely competent and pleasant to deal with!
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Investment Philosophy and Process
I have been accused of being too conservative, but this philosophy has served my clients well during periods of uncertainty in the markets. I prefer to complete a full Financial Plan for my clients, then I base investment recommendations on that plan staying as conservative as possible. "Plan for the worst, hope for the best; you usually get something in between".
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Service Approach
Both Heather and I have the goal to "under promise and over deliver". Our plan is to limit our number of families we service to a maximum of two hundred, so that we can dedicate the time our clients deserve.
My goal is to manage, protect and grow your family wealth. We will work closely with your accountant and lawyer to make sure you have a solid, adaptable plan in place.
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Trusted Advice
I have stayed with ScotiaMcLeod since joining the financial services sector because of the culture of our firm. We pride ourselves on being honest, competent and conservative.
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Mailing Address
7 Inglis St.,
2nd Floor
Truro, NS
B2N 4B5
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Additional Team Members:
Heather Terry, BBA
Senior Associate
(902) 896-2170
heather_terry@scotiamcleod.com
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Business Links:
ScotiaMcLeod is not responsible for external websites linked to from ScotiaMcLeod.com.
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