Financial Representative

Jordan Wollman

I started my career in Financial Services in 2013. I work primarily with families, professionals, and business owners. My main focus is to develop financial solutions to help my clients maximize their wealth and plan for the future. I hold a Bachelor of Commerce (Hons) degree from the University of Manitoba, and also have my Certified Financial Planner designation.

I currently live in Winnipeg with my wife Sarah, and enjoy spending time with family, playing football, travelling, and being active outdoors.

As your Financial Representative, I will work with you to design a plan around your family’s specific needs so we can meet your financial goals.

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within your plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

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