In 2003, Jordan began immersing himself in the financial industry, and became a licensed advisor four years later. He specializes in helping professionals and business owners protect their wealth and maximize the compensation and value they bring to their organizations. Jordan and his team design custom tax strategies for business owners using innovating corporate insurance solutions which assist in minimizing taxes and maximizing their retirement, estate and legacy. At Vantage he oversees the implementation of branding strategies, streamlining processes and digitizing operations. Jordan has a knack for finding the positive in any situation and loves to make people laugh even though his jokes are mediocre at best. When he is not working, he is typically chasing around his three young kids, traveling abroad with his family or trying to get in a game of golf!
Shawn Perryman, CFP
Receiving his insurance license in 2002 and obtaining his certified Financial Planner designation in 2005, Shawn has spent the last 18 years educating himself on all things pertaining to life and health insurance. He strives to understand the current and future needs of business owners, incorporated professionals and individuals alike. Educating clients in regards to the best available options to enhance today's objectives, and ensure tomorrow's growth, is his primary focus.
Megan started her career as a Financial Advisor in 2015 and continues to educate herself everyday. Her passion for health and education helped smooth the transition from an elite athlete to the financial services industry. At Vantage she works closely with the individual needs and personal planning of our clients. She loves empowering people to achieve things they never thought were possible and thrives on creating an “I CAN” mindset. In her spare time, Megan loves to stay active and off the couch. You will find her cycling around town, hiking or throwing a football with her friends.
Kai is a dynamic and driven financial advisor with a passion for helping clients achieve their financial goals and ensuring their business longevity. He has a deep understanding of the markets and a proven track record of success. Kai prides himself on staying ahead of the curve and being an early adaptor of new financial technologies. With his expertise and commitment to excellence, Kai is poised to help clients make smart investments in both group benefits and securing their financial futures. In his free time, Kai stays fit through a rigorous exercise regime of weights, boxing and lacrosse.
Jana has over 2 decades of experience in the banking, accounting and investment sectors. She is the go-to person for all of the operational & administrative functions in the office and responsible for looking after every one of our client’s needs. She has a strong ability to streamline processes, and her exemplary organization and clerical skills make her a fantastic asset to the team.
Aimee has over ten years of administrative and human resource experience and has recently been added to our client care team. Her friendly demeanor, organizational and clerical skills make her an asset to our team.
Aside from working, she along with her husband, run a busy household that includes two active teenagers, a puppy and two very eccentric cats. In her spare time, Aimee enjoys hiking and spending time outdoors with her family and friends.