Jordan Applebaum
Senior Portfolio Manager, Senior Investment & Wealth Advisor at BMO Nesbitt Burns | Canada
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Jordan Applebaum serves as a Senior Portfolio Manager and Senior Investment & Wealth Advisor at BMO Nesbitt Burns, where he leads a dedicated team focused on delivering exceptional investment advisory services to a select group of successful investors, families, and businesses. With a commitment to providing specialized financial advice, Jordan's mission is to create a positive and meaningful impact on his clients' lives through tailored financial strategies that align with their unique goals and aspirations.
At the core of Jordan's practice is a comprehensive planning process that emphasizes both strategic financial planning and superior investment returns. He believes that investors should never settle for mediocrity, and his disciplined investment approach is designed to protect and grow client wealth over the long term. Key projects under his leadership include developing customized investment strategies that incorporate retirement planning, succession planning, and wealth management, ensuring that clients are well-prepared for their financial futures.
Jordan's expertise spans a wide range of skills, including portfolio management, investment strategies, and mutual funds, allowing him to navigate the complexities of the financial landscape with confidence. His ability to foster strong partnerships with successful families and businesses has positioned him as a trusted advisor in the industry. By focusing on a holistic approach to wealth management, Jordan Applebaum and his team strive to empower clients to achieve their financial objectives while enjoying peace of mind in their investment journeys.
Senior Portfolio Manager, Senior Investment & Wealth Advisor at BMO Nesbitt Burns in January 2002 to Present
Financial Consultant at CIBC Wood Gundy in January 1998 to January 2002
Comptroller at Universal Music Group (previously Polygram/Mercury/Polydor Records) in January 1993 to January 1997
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Portfolio Management
Wealth Management
Retirement Planning
Estate Planning
Strategic Financial Planning
Succession Planning
Risk Management
Finance
Financial Advisory
Financial Planning
Investment Advisory
Investment Strategies
Investments
Management
Wealth
Mutual Funds
Financial Analysis
Strategic Planning
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Discover more about BMO Nesbitt BurnsWhat is Jordan Applebaum email address?
Email Jordan Applebaum at [email protected]. This email is the most updated Jordan Applebaum email found in 2026.
How to contact Jordan Applebaum?
To contact Jordan Applebaum send an email to [email protected]. (updated on November 04, 2024)
What company does Jordan Applebaum work for?
Jordan Applebaum works for BMO Nesbitt Burns
What is Jordan Applebaum's role at BMO Nesbitt Burns?
Jordan Applebaum is Senior Portfolio Manager, Senior Investment & Wealth Advisor
What is Jordan Applebaum's Phone Number?
Jordan Applebaum's phone (416) ***-*318
What industry does Jordan Applebaum work in?
Jordan Applebaum works in the Banking industry.
Jordan Applebaum Email Addresses
Jordan Applebaum Phone Numbers
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