Jordan Houtby

Everyone’s life is filled with unexpected twists and turns. As your Senior Financial Planner, I’ll work together with you to prepare you for whatever obstacles come your way, simplifying often complex concepts and guiding you toward building a strong financial foundation. Whether you’re saving for retirement, buying your dream home, or leaving an estate for loved ones, a personalized plan and in-depth expertise are essential.

I graduated from the University of Detroit Mercy and completed my Personal Financial Planning (PFP) designation through the Canadian Securities Institute. I remain committed to continuing my education – pursuing my Certified Financial Planner designation as well as regularly attending financial workshops, seminars and conferences to hone my skills and strengthen my expertise.

I live in Niagara with my wife and two children, and I’m proud to give back to my community. I coach minor lacrosse and volunteer at other local functions and events throughout the year.

As a Meridian Senior Financial Planner and your neighbour, I take pride in helping you achieve your financial goals and dreams – because when you succeed, so do I. I look forward to working with you soon to make your investment dreams a reality.

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