As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Stephen has been working in the financial services industry since 1994 and can attribute his success to hard work and a remarkable knack for problem solving. He enjoys working with clients who have a determination to stay on track with their plan so they can reap the rewards. His clients are his priority; understanding their challenges, taking action with creative solutions and getting results.
Stephen's process includes Pension consultations and comprehensive analysis of commuted value of pensions. Through his "Thick Ice Thin Ice" analysis clients t an unbiased clear and concise analysis and a clear understanding of the Pros and Cons of taking a Commuted Value package vs taking the standard pension, answering the age old question "am I going to have enough to retire on" in a clear and concise manner.
Stephen mainly works with people who are in transition phase in their life and/or are thinking about retirement. Whether it be investment advice, retirement planning or Life and Estate planning, to name a few, he develops a deep understanding of his clients’ needs to ensure the best plan is carried out. They appreciate his goal-oriented, straight-forward, tenacious style. Stephen has his mutual fund license, his exempt market license, and is life licensed as well.
In his spare time, Stephen enjoys spending time with his wife Carolyn and their two children. He likes boating, archery and biking. He has participated in the Ride to Conquer Cancer.
Jordan has held various positions at leading Investment Firms and collaborated with numerous Financial Advisors and Portfolio Managers throughout Canada before establishing his own practice.
With over 18 years of industry experience, Jordan possesses extensive expertise in portfolio reconstruction, pension commuting/consultation, estate planning, and implementing investment management solutions for both individual and small business clients.
Jordan, a former high-level hockey player and semi-pro snowboarder from Oakville, now resides just south of Peterborough with his wife Brittany, their three children, and their American Bulldog, Hank. During his leisure time, he enjoys fishing, traveling, and playing golf.
Julie’s career started in 1993 in the financial services industry. Having held positions in banking and the insurance industry, Julie has tailored her skills to meet the clients’ needs.
Julie joined Insch Wealth Management in January 2014 as Stephen’s executive assistant. She has extensive experience with all administrative tasks, including customer service, office management and supporting the team. Julie has successfully completed both the Branch Manager’s course and Canadian Investment Funds Course.
In her spare time, Julie enjoys spending time with her four sons and her husband. She likes to stay active by biking, running and yoga and is always interested in trying new activities.
After an extensive career in administration and client services dating back to 1999, Jackie joined Insch Wealth Management in 2007.
Her friendly, outgoing, and efficient manner has been a real asset to the team. As part of Jackie’s role, she manages the incoming and outgoing calls for appointments, client administration questions, and helping the advisors with processing paperwork.
Jackie is an avid gardener both inside and outside her home, and enjoys spending time with her family camping, travelling, and watching sports.
