Jordan McLoughlin in

Jordan McLoughlin

Activist · DISC type Cd
Principal Advisor at WealthWise Planning Inc
📍 London, Ontario, Canada

Jordan McLoughlin is a Principal Advisor at WealthWise Planning in London, Ontario, with over 15 years of experience in the financial industry. He specializes in comprehensive planning for investments, insurance, and retirement, holding both a Branch Managers Certification and a Life Licensing Qualification Program (LLQP) designation.

His professional background in accounting provides a unique analytical foundation for his role as a trusted financial advisor to clients across southwestern Ontario.

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Experience
17 Years
Current Role
Principal Advisor
Job Level
Mid-senior
Location
London, Ontario, Canada
Personality Overview

How Jordan shows up

Logical And Quick
Meticulous
Perfectionist

They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact.

Priorities

Topics Jordan cares about

Holistic Financial Planning
His practice offers clients comprehensive planning solutions for investments, insurance, mortgages, and retirement.
Retirement Strategies
A key focus of his work is helping clients achieve their life-long financial goals, with a specific mention of retirement planning.
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Career

Work history

12-2022
Principal Advisor
WealthWise Planning Inc
1-2016 - 5-2017
Co-Branch Manager
Quadrus Investment Services Ltd.
3-2012 - 5-2017
Director, Business Development
Freedom 55 Financial
6-2006 - 12-2022
Financial Security Advisor
Freedom 55 Financial
10-2003 - 2-2006
Consumer Credit Analyst
Citi Cards Canada Inc.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2016 - 2016
Branch Managers'​ Certification Course
Investment Funds Institute of Canada
2006 - 2006
Life Licensing Qualification Program (LLQP)
Financial Services Commission of Ontario (FSCO)
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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