Jordan began his tenure in the financial services industry way back in 2003. Anyone who has ever built a business from scratch knows that it takes a few years of bouncing ideas and strategies off anyone with a pulse to decipher the direction your business will go. Jordan realized in these early years that he brought the best value to the table working with business owners. He has a passion for working with organizations and their teams to help set them up for success. At Vantage he works closely with clients, as well as oversees the implementation of branding strategies, streamlining processes and digitizing operations. Jordan has a knack for finding the positive in any situation. He also loves to try and make people laugh but we will warn you now, his jokes are mediocre at best! When he is not working, he is typically chasing around his two young boys, traveling abroad with his family or trying to sneak in a game of golf!
SHAWN PERRYMAN, CFP
Starting in 2002, Shawn spent the early years of his career obtaining his Certified Financial Planning (CFP) designation and steering his attention towards the employee benefits marketplace. He strives to understand the constantly shifting needs of business owners and incorporated professionals. Shawn spends his days educating businesses on the best fitted employee benefits strategies for their situation. Building tailored plans to meet the needs of today's objectives while ensuring tomorrow's growth is his primary goal. Shawn has twice the number of children as Jordan so in his free time you will find him exploring local restaurants with his wife Michelle to escape the kids, or shanking shots on the golf course due to pure exhaustion!
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.
Running a household of 6 everyday is a production in itself! Michelle puts her organizational skills into practice by coordinating client appreciation and business networking events while supporting fellow professionals. Michelle shares the values of our team at Vantage Advisory with a focus on involving community businesses and their products as well as supporting local non-profit organizations.
JULI LEITH, B.A., FLMI, CLU
Juli has been coaching financial advisors and their teams, in some way or another, since 1985. During her many experiences over the years, she has gained valuable insights while coaching some of Canada’s finest firms.
As the President of The Personal Coach, she has developed a clientele of highly motivated and successful financial advisor teams. She is passionate about people and have the ability to inspire those around her. Juli partnered up with Vantage in 2020, and works as a strategic advisor for many aspects of the business including financial management, human resources and growth strategies.