A Calgary native, Jordan began his career as a corporate analyst in the energy sector before moving to PwC’s consulting practice in Australia serving institutional clients. Having spent most of his career managing financial risk on behalf of large institutions, he knew individual investors stood to benefit greatly from adopting some of the approaches used in the institutional world. Newport Private Wealth’s pension-style approach to investing and focus on risk management made the firm a natural fit. By using some of the same principals of sophisticated institutions, Jordan helps clients find a balance between risk and reward in order to meet their investment objectives. Jordan holds a Bac