Mark Jordan Financial Services Inc.
Job title: It all starts with great advice!
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Custom retirement planning
In business since 1988, the team at Mark Jordan Financial Services Inc. will work with you to help you achieve your retirement goals. We provide customized retirement planning for business owners, families, and individuals. No matter what life stage you’re at, we can help you define and achieve your goals and dreams.
Let us help you:
- develop a comprehensive wealth and financial strategy,
- protect your family when the unexpected happens with estate planning through term life or permanent life insurance,
- convert your lifetime savings into retirement income with prudent investment management and income planning and
- provide your business with succession planning so you can be a steward of wealth to the next generation.
Our team is looking after your best interests. Let us help you determine your possibilities and become retirement ready. Contact our office to book your appointment.
What Clients think
"Above and beyond are the words to describe the service provided by Mark in the financial planning of our future retirement. After having concerns with our previous planner, we knew we needed to make a change. Mark's thorough consideration of our financial situation has allowed us to feel confident that we are on the right path to achieve our goals. The professionalism, extensive knowledge and relaxed atmosphere has contributed to Paul and I feeling very satisfied in the decision making process to reach our retirement goals. We would highly recommend Mark to anyone who required financial planning."
- Paul and Deb
"We have enjoyed Mark’s personal approach and professional financial planning advice for over 18 years. During that time, Mark has been comprehensive, attentive, and dedicated to our needs; providing excellent options, ideas and willing to discuss strategies to assist us in preparation for our retirement. Mark’s superior investment advice and guidance allowed us to grow our wealth in a tax efficient way, as we feel confident, we are meeting our goals. We would highly recommend him as your financial advisor!"
- Kirk and Barb
"As Tennessee Williams once said; “You can be young without money, but you can't be old without it.” Mark Jordan will help you achieve or exceed your financial goals while helping you negotiate around most of life's other difficulties.
Mark is a quiet professional with a great work ethic and a ton of experience, but he understands that no-one is the best at everything and so will always solicit and obtain advice or assistance from the best sources. Mark is well connected and, being the kind of decent, enthusiastic individual he is, gets quick results and responses from other professionals who respond to him in kind. This is one of the things that sets Mark apart and makes him the most effective in his field. We have been completely happy with Mark, and his team, over the years and look forward to dealing with and knowing him for many more.
- Randy and Marie
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada