Jordan Youl CIM®, CMT®, FCSI®
Jordan’s path to investment management began with a chance encounter. While working in travel & tourism marketing, Jordan ran into a university friend who was a financial advisor. Hearing about the industry intrigued Jordan and it wasn’t long before he found himself making the leap to wealth management.
He started as a consultant for one of Canada’s largest financial planning firms, providing holistic financial planning services to retirees, professionals and business owners, then transitioned to an independent firm as an investment advisor. Jordan joined Stonecastle Investment Management in 2011 as an institutional portfolio manager specializing in asset allocation and risk management. He joined Newport in August 2023.
“I’ve come to learn that you must both capture opportunities and mitigate risk to create wealth,” says Jordan. “What I am most passionate about is bringing the expertise I’ve attained to clients and their families directly to help them build long-term prosperity. At Newport, I’m able to help clients do exactly that.”
While Jordan has a natural ability to explain complex financial concepts to clients in a clear and concise manner, he’s most interested in knowing their stories and truly understanding their financial goals and aspirations. “That personal touch and the ability to listen is what provides clients with confidence and peace of mind in what they are invested in,” he adds.
Jordan is a Chartered Investment Manager (CIM®), and Chartered Market Technician (CMT®), considered the highest level of accreditation when it comes to financial technical analysis related to risk in portfolio management. He is a Fellow of CSI (FCSI®), which is the highest honour in Canadian financial services.
A British Columbia native originally from White Rock, Jordan moved to Kelowna in 2008. He enjoys an active lifestyle and takes advantage of the abundant nature the Okanagan provides, like fishing, golfing, or embarking on other outdoor adventures with his wife and two children. When he’s not accompanying his kids to the dance studio or hockey rink, Jordan can be found writing music and playing guitar, a pastime he picked up several years ago.