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Jordan DamianiCFP, TEP, RRC

Senior Wealth Advisor

Investment Advisor

Meridian Credit Union

Credential Securities

As a Senior Wealth Advisor with Meridian, my goal is to partner with our members to create peace of mind through holistic financial planning. Covering retirement, tax, investment, trust and estate planning, I’ll work with you to ensure you have a written financial plan in place that’s tailored to your specific needs and goals.

My motivation is to build strong long-term relationships with our members and simplify often complex concepts so that you feel empowered when it comes to your own finances. Whether you’re planning for retirement, buying a cottage or leaving an estate to your loved ones, a personalized plan and in-depth expertise is essential.

I’m a University of Toronto graduate, and hold the Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP) and Registered Retirement Consultant (RRC) designations. I am adamant about continuing education and staying on top of market trends and legislative changes in addition to regularly attending financial workshops, seminars and conferences.

I am passionate about living and working locally in the Niagara Region. I’m involved in supporting local community organizations such as the Lincoln County Humane Society, and stay active with local events and functions through-out the year. As a Meridian Senior Wealth Advisor and your neighbour, I look forward to partnering with you.

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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.