Jordan Duncan is a passionate investor and strong advocate of high net worth holistic wealth management. Growing up in a family of entrepreneurs (accountants), Jordan understands the complexities facing business owners. He grew up learning the importance of the direct value provided by having a wealth management team available to advise and provide guidance through important life decisions. With a strong educational background and keen interest in understanding the financial markets, Jordan continues to develop his knowledge and skills by assisting the Heart Wealth Management Group develop individually tailored portfolios and helping to implement high net worth financial plans. Jordan moved to Victoria from the Comox Valley to study at the University of Victoria where he graduated with a Bachelor of Science majoring in Biochemistry and minor in Business. Building on his knowledge and experience, Jordan is now pursuing the Chartered Investment Manager (CIM) designation and life insurance licensing.
Always looking for a challenge, Jordan enjoys some good "Type 2 Fun" whether it's a multi-day backpacking trip through the backcountry, off-road camping on his motorbike, or hiking the many peaks across Vancouver Island. He has a competitive background in cycling, having competed in multiple international road stage races and national championships. No matter the task at hand, he always keeps a positive attitude and finds solutions.
Favourite investing quote: "Behind every stock is a company. Find out what it's doing." – Peter Lynch