Jordan Wiseman
CIM®
Associate Advisor, Group Retirement
Jordan is an Associate Advisor with Waypoint Benefits & Financial Services, committed to delivering tailored group retirement planning solutions. His expertise spans investment advisory services and financial planning, where he combines technical knowledge with a genuine passion for helping plan members achieve their financial goals.
Jordan is an Associate Advisor with Waypoint Benefits & Financial Services, committed to delivering tailored group retirement planning solutions. His expertise spans investment advisory services and financial planning, where he combines technical knowledge with a genuine passion for helping plan members achieve their financial goals.
Jordan Wiseman
Associate Advisor, Group Retirement
Jordan Wiseman
Associate Advisor, Group Retirement
Jordan is an Associate Advisor with Waypoint Benefits & Financial Services, committed to delivering tailored group retirement planning solutions. His expertise spans investment advisory services and financial planning, where he combines technical knowledge with a genuine passion for helping plan members achieve their financial goals.
Jordan’s background includes a Bachelor of Arts from the University of Victoria and a diploma in Sound Design from Vancouver Film School, showcasing his diverse interests and drive for knowledge. He also holds certifications in Wealth Management Essentials and Portfolio Management Techniques, further solidifying his expertise in the financial services industry.
His enthusiasm for meaningful connections and continuous self-improvement shapes his approach to life and work, as he’s always seeking innovative perspectives on solving complex financial and life challenges.
