Established in 2007, Wilson Wealth Management offers wealth management services for individuals and small businesses in Saskatoon, Saskatchewan and region.
Jordan Wilson, the President, has strong technical qualifications and substantial professional experience in support of your investing, planning, and treasury requirements.
Mr. Wilson holds a Bachelor of Commerce degree and maintains Chartered Financial Analyst (CFA), Chartered Professional Accountant (CPA, CA), and CERTIFIED FINANCIAL PLANNER (CFP) professional designations.
Mr. Wilson has over 25 years experience in wealth management, including: investment analysis and advice for bankable and non-bankable assets; portfolio construction and review; risk management; trust, foundation, and fiduciary services; international banking and finance; financial planning; financial accounting; personal taxation; private and public company management and directorships; public company treasury and investor relations.
Mr. Wilson began work with Price Waterhouse in their Calgary small business practice, dealing with individuals, owner managed enterprises, and public companies. There he developed financial accounting, business analytics, and taxation skills performing audits, reviews, compilations, personal and corporate tax, and business valuations.
Mr. Wilson next worked in the Calgary oil and gas industry. First, as Controller and Director with a private oil services company. Then as Treasurer, Vice-President Finance, and Board member for a publicly traded junior oil company.
This created a strong understanding of the oil and gas industry. As well, Mr. Wilson developed skills in: corporate reporting and shareholder relations; taking a private company public; mergers and acquisitions; public and private financing, including Initial Public Offering, flow-through shares, corporate debt, convertible debentures, and equity offerings.
In 1997, Mr. Wilson joined UBS, the world’s largest manager of private wealth, to work with its trust companies in the Cayman Islands and The Bahamas.
He dealt with all aspects of the trust and managed company business, including: management and review of trusts and companies; staff hiring, management, and training; estate planning; philanthropic issues; preparation and review of client financial statements; portfolio performance measurements and evaluations; analysis and recommendations for standard bankable assets; analysis and recommendations on non-standard investments, including: complex derivatives, hedge funds, real estate, and operating companies.
In 2001, Mr. Wilson transferred with UBS to Zurich where he worked in the Financial Planning organization. He dealt with: risk management issues relating to trusts, foundations, and managed companies; development and global implementation of risk management tools, trust information databases, and client accounting software.
In 2004, Mr. Wilson was named Head, Global Trust Operations, managing UBS trust companies in The Bahamas, the Cayman Islands, the Channel Islands, Singapore, and operations in Switzerland. Mr. Wilson served as Chair for each trust company and dealt with local lawyers, accountants, regulators, and government officials. As well, Mr. Wilson was involved in: technical support for UBS Financial Planners; review and approval of all non-standard or high value business; preparation and updating of fiduciary business policies and procedures; risk management; new fiduciary product development and rollout; training of trust company staff and Financial Planners.
In 2007, Mr. Wilson moved to Saskatoon and established Wilson Wealth Management. In his spare time, Mr. Wilson enjoys travelling, the outdoors, and training in Krav Maga.