Jordan Gillespie, CFP
Certified Financial Planner Professional
In his financial planning career spanning since 2016 , Jordan, a Certified Financial Planner® professional, has been driven by a desire to help people achieve their financial goals. This passion was ignited by observing his parents receiving bad financial advice from advisors who were only interested in making commissions. Jordan believes that everyone deserves to receive quality financial advice and be taken care of, which is why he always puts his clients’ best interests first.
Prior to starting his financial planning career, Jordan completed an electrical apprenticeship and became a Journeyman Electrician. This experience instilled discipline, work ethic, and the importance of working towards long-term goals.
When not helping clients achieve their financial goals, Jordan enjoys volunteering with FP Canada, Canadian Cancer Society, and Habitat for Humanity. He believes in giving back to the community and providing opportunities for success to those in need.
Outside of work, Jordan enjoys running with his wife, hiking in the Ontario wilderness, and spending time with his cat, Peter, whom he adopted from the Humane Society over six years ago.
As a lifelong learner, Jordan is currently pursuing the Chartered Life Underwriter (CLU®) designation to further his knowledge and expertise in the financial planning industry. He is dedicated to providing exceptional financial advice and helping his clients achieve long-term financial success.
WORLDSOURCE FINANCIAL MANAGEMENT
Worldsource Financial Management supports the innovative and entrepreneurial approach that independent advisors bring to their professional practice – helping them deliver a greater level of services to their valued clients. Today, mutual fund advisors from across the country have partnered with us to better their businesses and relationships with investors, like you.
Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Fransen Financial Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus and/or fund fact sheet before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. Worldsource Financial Management Inc. (WFM) is responsible only for mutual fund-related business activities conducted by its Registrants and is not responsible for any other business interests and activities undertaken by its Registrants or by Fransen Financial Inc. All information provided here is believed to be accurate and reliable, however, we cannot guarantee its accuracy and WFM will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only. This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Worldsource website www.worldsourcefinancial.com.