Jordan Trydal
B.Mgmt., CIM, PFP, DMS

My Background

Jordan was originally born and raised in Grande Prairie, AB. Jordan moved down to Lethbridge in 2000 to pursue his post-secondary education at the University of Lethbridge, where he received his Bachelor of Management Degree with a major in Finance. Jordan has been servicing clients with BMO Nesbitt Burns since 2004. Over that time, he has received many industry designations such as Personal Financial Planner, Derivatives Market Specialist, Chartered Investment Manager and Discretionary Portfolio Manager.

As a Discretionary Portfolio Manager, Jordan spends his time researching and constructing portfolios for both retail and institutional clients. His "client-first" approach in everything he does is what keeps his relationship strong and focused. He has effectively constructed risk-adjusted portfolios to help clients navigate retirement with a goal to preserve capital and to pass on their wealth to future generations. Over the years, he has focused on building intergenerational relationships with clients and has enjoyed managing the dynamic and unique needs of each family.

Jordan is happily married to his lovely wife Elaine and has two children named Maleeya and Keelin. Away from the business, he enjoys golfing, skiing and traveling with family and friends.