Jordan provides personalized investment management services for families, individuals, businesses, trusts and not-for-profits groups. With a focus on developing long-term relationships, Jordan strives to understand his clients’ objectives and unique circumstances before providing wealth management solutions to meet their needs. Portfolio management, tax planning, estate planning, and risk management are core areas of focus in his work.
In addition to the Chartered Financial Analyst (CFA) designation, Jordan holds the Certified Financial Planner (CFP) and Responsible Investment Specialist (RIS) designations. He earned a Bachelor of Arts degree from UBC Vancouver.
Jordan joined Vancity in 2011 and has held progressive responsibilities within Vancity’s sustainable wealth management department since 2016.
Born and raised in North Vancouver, Jordan can regularly be found on the North Shore mountains or Lonsdale corridor. He enjoys trail running, skiing, and men’s league hockey in his spare time.
“Money is the fuel that propels our passions. I take ownership as an advisor to help clients live richly and narrow the gap between the life they say they want and the life they’re living. This is accomplished by understanding the purpose of money in my clients lives and helping them manage their funds in a prudent manner.”
Jordan Hopper, CFA, CFP
Call or email me to learn more:
Follow me on LinkedIn