Wealth Management For Canadian Individuals & Families
Helping Canadian families and individuals invest, plan, and give with purpose—so your money supports the life you want to live.
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You're Doing Well, But Are You On Track?
You may be capable and successful, but you're unsure whether it's all working together.
Am I On Track For The Future I Want?
You're saving, the balances keep going up, and you still couldn't say whether it's enough.
Will My Money Last Retirement?
You've got a number in your head that feels like it should be fine. Late at night you're less sure about it.
Am I Paying More Tax Than I Should?
You write the cheque every April and wonder if it had to be that big. Nobody's planning the year ahead.
Do I Even Know What I Own?
You were given a portfolio years ago and had it explained once. You'd struggle to explain it now.
What If Something Goes Wrong?
You've got insurance, and a will you signed forever ago, you haven't looked at either one in years.
How We Plan to Support You
We bring the investing, planning, and insurance sides together into one plan, then keep it current as your life moves forward.
Everything Under One Roof
Investments, planning, and insurance handled together.
All Built On Evidence
Low-cost, research-backed portfolios structured for you.
Advice That Keeps Going
We'll meet two to three times a year, plus a monthly note.
Jordan Arndt, CFP®
I’m a CERTIFIED FINANCIAL PLANNER® based out of Saskatoon, SK, helping navigate personal finances for Canadian individuals, families and business owners through investing, planning, and generosity. At the end of the day, clients work with me because they want a trusted guide and a plan that makes sense for their life and values.
I bring a unique background to the financial services industry. While on a golf scholarship I completed my Bachelor’s of Engineering degree in Golden, CO. After earning my Professional Engineering designation, I have since completed a Master of Business Administration from the University of Saskatchewan. I’ve obtained the Master Financial Advisor in Philanthropy (MFA-P™) designation, the CERTIFIED FINANCIAL PLANNER® designation, and am a member of the Canadian Association of Gift Planners (CAGP).
Outside of the office, I enjoy lots of time with my wife Brita and three children, enjoying all that family life has to offer. I’m also a member of the Board of Directors for the Saskatoon Friendship Inn. Throughout all of Saskatchewan’s seasons I like all things active.
Services For Canadian Families And Business Owners
All of our services show up in every single one of our client relationships, and we handle them all together.
Financial Planning
Retirement, tax, estate, education, corporate, and giving strategy, all kept current as life changes.
Investment Management
Evidence-based portfolios structured around your goals and horizon, built so you know what you own.
Insurance Planning
Insurance and risk management that finds the single points of failure and closes them.
Tax Planning Strategies
Year-round tax strategy built into the plan, so you keep more of what you earn.
Estate & Legacy Plan
Wills, beneficiaries, and structures aligned, so your estate passes the way you intend.
Charitable Giving
Tax-efficient giving structured from the start, so the same dollars do more good.
Corporate Planning
Corporate structure, compensation, and succession planning for business owners.
Ongoing Advice
Your plan will get reviewed and updated as your life and personal goals keep changing.
Our 4-Step Process
Our process keeps retirement planning straightforward and easy for you to understand.
Book Your Free Assessment
It's a relaxed conversation about where you are and where you'd like to be. Pick a time that suits you best.
What services do you offer?
I provide comprehensive financial planning and investment management for individuals, families, professionals and business owners. Our work together typically includes:
- Investment management using evidence-based portfolios
- Retirement planning
- Tax planning strategies
- Insurance and risk management
- Estate and legacy planning
- Charitable giving strategies
- Corporate planning for incorporated professionals and business owners
- Ongoing advice as your life and goals change
How do you get paid?
I am compensated through a percentage of assets we manage on your behalf. Transparency is important and so you’ll always know what you are paying. Fees vary depending on the size of the portfolio. I’m happy to discuss pricing during our initial conversation.
What is included in your fees?
The fee includes ongoing portfolio management along with comprehensive financial planning. Our ongoing relationship will give you everything you need to make confident financial decisions. You can expect to meet with me 2-3 times per year, receive a monthly newsletter, and access whenever questions arise. I will coordinate with your other professionals as required to provide the best advice possible.
Is there a fee for the initial consultation?
No. Our initial conversation is complementary and comes with no obligation. We’ll start with a short introduction call and then meet to learn more about your goals and determine if we are the right fit for each other. If it makes sense to move forward, I'll explain exactly what working together looks like. If not, you'll leave with greater clarity and no pressure.
What are your qualifications?
I am a CERTIFIED FINANCIAL PLANNER® (CFP®) and hold the Master Financial Advisor in Philanthropy (MFA-PTM ) designation.
Why should I hire you?
My clients work with me because they want a trusted advisor who takes the time to understand their goals, simplify complex financial decisions, and provide proactive guidance over the long term. My goal is to help you make wise financial decisions, build a trusted long-term relationship, and help connect your money to your objectives. After building an initial plan, we’ll monitor and update it as life comes.
What is expected of me as a client?
The most successful client relationships are partnerships. I ask clients to be open about their goals, keep me informed when life changes, and engage in the planning and review process. I'll take care of the technical details, but your input helps ensure the advice remains relevant and meaningful. Together, we'll build a plan, review it regularly, and adjust it as your life evolves.
Who do you work with?
I currently work with people in British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario and offer services in-person or virtually.