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Gail Jordan, Financial Advisor

FINANCIAL ADVISOR
Gail Jordan

1960 Appleby Line, Suite 16, Burlington, ON L7L 0B7opens in a new window
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Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Wealth strategies
  • Divorce finances
  • Intergenerational planning

About Gail

My husband, Dean, and I live in Burlington with our two sons, Alex and William. We enjoy movie nights and travelling and, like all parents, are kept quite busy with their school activities. I am a member of the Chamber of Commerce and despite my hectic schedule and the weather, I walk every day in our neighbourhood with our Sheepadoodle, Ellie.

I was raised by hardworking parents and grew up understanding the importance of properly managing money. That led me to want to help others understand that you can meet your short-term financial needs while investing for long-term goals – and...

Work History

  • Edward JonesJanuary 2011 to Current

Team Members

  • Jennifer Walton
    Sr. Branch Office Administrator
  • Theresa Grobler
    Branch Office Administrator

Upcoming Events

  • APR.10

    April 10 07:00PM 08:00PM

    Bank of Montreal Global Asset Management: Future Proof Your Family - Virtual

    Bank of Montreal Global Asset Management: Future Proof Your Family - Virtual

    Learn More
  • MAY8

    May 8 07:00PM 08:00PM

    NEI Investments: Socially Responsible Investing - Virtual

    NEI Investments: Socially Responsible Investing - Virtual

    Learn More

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(905) 335-5914

Fax

(877) 335-8827

Office Address

1960 Appleby Line
Suite 16
Burlington, ON L7L 0B7opens in a new window

More to explore

My priorities

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Setting your path

We use an established process to help you reach your goals.

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