Jordan Rosenberg

Head of Business Development, Advisor Training

A native of Kitchener, Ontario, Jordan is a graduate of Carleton University with a degree in Law & Sociology.

Jordan entered the financial services industry in 1991 selling Investments, Life and Disability Insurance. In 1993 he joined Dynamic Mutual Funds and quickly moved up the sales and marketing ranks, becoming one of their youngest Vice Presidents. In 2002, Jordan left Dynamic and started his own consulting practice. In 2004, he joined Investment Planning Counsel (IPC) to head up their newly created Advisor Coaching Program. In 2009 Jordan left IPC and became an independent Advisor Coach and Consultant.

Over the years, Jordan has given more than 5,000 Advisor presentations, and another 500 client/investor talks. His experience in wholesaling and working with some of the top Advisors in Canada, has been invaluable towards improving his knowledge of “best practices”.

Jordan is an amateur acrylic painter, motorcycle enthusiast and is currently Canada’s Top Athlete over age 50 (Decathlon – 10 track and field events). Jordan spends quality time with his wife Annie, two step daughters Zoe and Sophie and son Jackson. The 6th member of the family is Buddy – 11 year old Golden Retriever.

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