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Jordan Youl

Portfolio Manager

Newport Private Wealth

Canada, British Columbia, Kelowna

About Me

Jordan’s path to investment management began with a chance encounter. While working in travel & tourism marketing, Jordan ran into a university friend who was a financial advisor. Hearing about the industry intrigued Jordan and it wasn’t long before he found himself making the leap to wealth management. He started as a consultant for one of Canada’s largest financial planning firms, providing holistic financial planning services to retirees, professionals and business owners, then transitioned to an independent firm as an investment advisor. Jordan joined Stonecastle Investment Management in 2011 as an institutional portfolio manager specializing in asset allocation and risk management. He j
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Profile Information

Portfolio Manager

Newport Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Kelowna

British Columbia

Canada

May 16, 2024

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