Dallas Jordan

Financial Advisor

I grew up around my father’s financial office which planted the seed for me to begin my studies in the field in 2011. After finishing my Canadian Investment Funds Course and Life Insurance License I began working as an Advisor with a large wealth management company. I quickly grew a strong passion for learning new ways to help people achieve their financial goals. In 2013, I joined an insurance company helping advisors to better understand how to use the products they offered.  I obtained new, and innovative ways of utilizing insurance, and financial products to achieve wealth planning goals.  In 2015 my wife Laura and I decided the timing was right to get out of the lower mainland and put down roots in beautiful Creston BC. I joined my father’s office in late summer of 2015 applying strategies and concepts I have learnt over the years. I continue to pursue more knowledge recently obtaining my CHS. When not working I enjoy golfing, skiing, and exploring the Kootenay’s with my wife Laura, son Zane, and dog Lexie.     

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