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Jordan Fraser, Financial Advisor

FINANCIAL ADVISOR
Jordan Fraser

523 Woodpark Blvd SW, Unit 5a, Calgary, AB T2W 4J3opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Wealth strategies
  • Business owner considerations
  • Retirement income strategies
  • Intergenerational planning
  • Estate and legacy strategies

About Jordan

I work with individuals, families and business owners to help plan, build, manage and protect their wealth.

Your goals and your dreams are what we talk about, and together we will build, engage and monitor a personalized financial strategy to help make them possible, while leaning on my more than 20 years of experience in business and client focused service.

Want to retire at 60?
Send you children to post-secondary school?
Ensure your savings are tax efficient?
Buy a home, a boat or a vacation property?
Do you know how much money you need before you retire?

I can help. Connect...

Work History

  • Edward JonesSeptember 2021 to Current

Education

  • Royal Roads UniversityMaster of Business Admin

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Music
  • Hockey
  • Sailing

Team Members

  • Laura Dreher
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(403) 238-2005

Fax

(888) 800-0825

Office Address

523 Woodpark Blvd SW
Unit 5a
Calgary, AB T2W 4J3opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More