Jordan Damiani

As an Investment Advisor with Meridian Private Wealth, my goal is to create peace of mind through holistic financial planning, including retirement, tax, investment, and trust and estate planning. I focus on relationships with my clients, taking the time to understand their unique goals and financial objectives.

I am a University of Toronto graduate, a Certified Financial Planner (CFP), and hold the designation of Trust and Estate Practitioner (TEP). With in-depth knowledge of trust and estate planning, I specialize in complex scenarios involving succession planning, tax minimization, and retirement planning for business owners and high-net worth households.

I prioritize continuing education, staying up to date on market trends and legislative changes. I also write a weekly newsletter for the Members I work with.

Passionate about Niagara Region, I support local community organizations, including the Humane Society of Greater Niagara. I also enjoy sports and staying active. My wife and I are avid hikers and enjoy getting out on the trails with our two dogs.

Your Meridian Private Wealth Team

At Meridian, your financial well-being is supported by a dedicated team. In addition to your trusted advisor, Jordan and Albert, who work closely together as your Private Wealth advisory team, you also have access to our Private Wealth Support team.

Whether you have questions about your account, need to book an appointment, or require a statement or tax slip, you can reach out to either Jordan or Albert — they collaborate to ensure you receive seamless, personalized service.

Contact us

• Monday to Friday, 8:30 a.m. to 5:00 p.m.
• (905) 988-4055
• Toll-Free: 1 (833) 701-0707

CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.