Jordan Wilson has over 25 years of experience in global wealth management and joined FundBank in 2024. As Vice President, Trust, Jordan provides trustee and corporate governance services to a portfolio of clients, including, but not limited to, STAR and charitable trusts, unit trusts, PTCs and structured finance companies.
Prior to joining FundBank, Jordan was President of Wilson Wealth Management, a fiduciary, financial advisory firm, serving high net worth individuals and owner managed enterprises in Western Canada.
Previously, Jordan was Head of Global Trust Operations at UBS in Switzerland. Jordan also worked with UBS in the Bahamas and the Cayman Islands, and has an extensive background in fiduciary operations, risk management, complex assets, mergers and acquisitions, regulatory matters, product development, and client relations.
Jordan holds a Bachelor of Commerce degree from University of Alberta. In addition, he possesses Canadian Chartered Professional Accountant, Chartered Accountant (CPA, CA), Canadian Certified Financial Planner (CFP), and Chartered Financial Analyst (CFA) professional designations. Jordan is currently a Director of CFA Societies Canada and is Past President of CFA Society Saskatchewan.