Jordan Lomonaco CFP, BPHE
Financial Planner
Investment Representative

E. jordan@financialheights.ca
T. 204.489.1587

I take great pride in assisting and ensuring each of my clients get the care and attention they deserve to reach their financial and personal goals.  I enjoy working with many different clients who have different needs and ensuring each recommended solution is customized and tailored to them. I believe it is important to understand that one shoe does not fit all when it comes to financial planning, and it is important to fully understand each client’s unique circumstances while working together.

I started in the financial services industry in 2015 and began my career as a financial security advisor with Freedom 55 Financial in 2017. I have joined Financial Heights in 2021 and am excited to be a part of a great team that has a ton of expertise.

When I am not working, I enjoy spending time with my family and friends, playing soccer, hockey, and exploring this beautiful province we live in. I also love to try out new foods and restaurants and going to watch live music. As well, I support the Spirit of Hope Rescue which helps align dogs with fosters and adopters.