Jordan Rosenberg

Jordan Rosenberg, a Kitchener, Ontario native and Carleton University graduate with a degree in Law & Sociology, boasts extensive experience in the financial services industry spanning over three decades. Starting in 1991, Jordan began his career selling Investments, Life, and Disability Insurance. He later ventured into Dynamic Mutual Funds in 1993, steadily climbing the sales and marketing ladder to become one of the youngest Vice Presidents by leveraging his expertise. In 2002, he ventured into entrepreneurship by launching his consulting practice, subsequently joining Investment Planning Counsel (IPC) in 2004 to spearhead their Advisor Coaching Program. By 2009, Jordan transitioned into an independent Advisor Coach and Consultant, enriching his knowledge through over 5,000 Advisor presentations and 500 client/investor talks. Through his engagements, Jordan has mastered 'best practices' through hands-on experience and working closely with top Advisors in Canada. Beyond his professional endeavors, Jordan delves into various interests, including amateur acrylic painting, motorcycle enthusiasm, and excelling as Canada's Top Athlete over 45 in Decathlon, comprising 10 track and field events. Nurturing quality time with his son Jackson and his loyal Golden Retriever, Buddy, remains an essential part of Jordan's life.