Jordan Elwood, CFP
Manager Private Wealth
Coastal Community Private Wealth Group
With well over a decade in financial advice, and experience in financial planning, Jordan has the knowledge, education, and drive for helping clients achieve their goals.
Jordan started his financial services career in 2005, moving into financial advice in 2008. In 2017 he joined Coastal Community Credit Union as a Financial Consultant.
Jordan is a fully registered Investment Advisor with Credential Securities and holds several certificates from the Canadian Securities Institute. He is currently completing his Certified Financial Planner designation.
Jordan takes pride in being active with Coastal Community’s various initiatives. Annually, he participates in the Quadra Island beach cleanup, various Campbell River and District Association for Community Living fundraising events, and Heart and Stroke Foundation’s Big Bike ride.
Born and raised here on Vancouver Island, Jordan enjoys spending time with his family. When not working with clients and staff, he likes to head outdoors to spend time with his spouse and two dogs. Jordan also takes time to get dirty and is currently restoring a classic car.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.