The NC Chapter

Jordan is an experienced Wealth Advisor who brings an innovative perspective to insurance planning and risk management. With nearly a decade of experience, Jordan is dedicated to delivering personalized, client-focused solutions that meet the unique financial needs of each individual he serves. His commitment to building trust and providing reliable guidance has earned him a reputation as a trusted advisor, helping clients feel at ease and confident in their financial futures.

Originally from the rural community of Kaladar, Ontario, Jordan attended the University of Guelph and has since made Guelph his home. Outside of the office, he enjoys spending time on the golf course, ski hill, baseball diamond, or volleyball court. Jordan lives in Guelph with his wife, Morgan, their son, Sutton, and their dog, Viggo.

A true poutine connoisseur, Jordan embraces both his Canadian roots and his passion for good food. His dedication to his clients and his enthusiasm for life outside of work make him a well-rounded and approachable advisor for business owners and professionals alike.

Professional Category:

Insurance Planning, Wealth Management, Risk Management, Corporate Wealth Management

Kate is the Founder and Creative Director of Field & Co, and a seasoned branding and Squarespace website designer. With a decade of experience in the design industry, she specializes in helping service-based business owners present themselves clearly, confidently, and professionally online. Kate believes that branding and web design are essential creative business tools that should not only look appealing but also function effectively. She positions herself as a no BS, strategic partner dedicated to ensuring her clients’ businesses appear legitimate and resonate with their unique identities.

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In her personal life, Kate enjoys growing her own vegetables and often discovers her most innovative business ideas while tending to her garden. A fan of local cuisine, her favourite restaurant is Miijidaa, where she enjoys savouring delicious meals.

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Professional Category:

Brand Design, Squarespace Websites, Website Copywriting, Marketing

Hi! My name is Christina, I am a Chartered Professional Accountant with just under a decade of experience in Corporate Finance and Accounting. I’ve spent the majority of my career working in the beverage alcohol industry, starting as a financial analyst and working my way up to managing International Finance and Canada Accounting. I quit my job and started focusing on CG Accounting full-time in 2025 because I wanted the opportunity to work directly with people and help my clients make sense of their numbers and achieve their financial goals.

I specialize in providing financial guidance to businesses and work with my clients to develop a clear, realistic plan to help them make more and keep more of their money. Comprehensive services include business consulting, bookkeeping, and tax preparation for individuals, small businesses, and corporations.