Jordan Lee, Operations and Marketing Specialist
Jordan has been serving the needs of people since she began working nearly 11 years ago. As the operations and marketing specialist at Intent Planning, Jordan supports advisors and clients with top-notch service.
Jordan works closely with Intent’s advisors to ensure their needs and requests are fulfilled in the most efficient and timely manner, which ultimately makes sure our clients’ financial needs are properly taken care of with great attention to detail. She focuses on always keeping the client’s best interest at the forefront of her mind when completing her work. Any client she deals with directly gets firsthand experience of her kindness, sincerity and professionalism.
Jordan is a consummate learner. She has successfully completed two degrees from University of Manitoba – an Honours Degree in English and a Bachelor’s Degree in Indigenous Studies. Her role at Intent requires her to always be learning as the processing requirements in the financial landscape are extensive, complex and are modified routinely.
Jordan is married and lives in a cozy condo with two cats.