Successful "Investment Management" comes from process, discipline and superior research. Successful "Big Picture Planning" comes from open, detailed discussion and expert consultation. Advisors often focus on either financial planning or investment selection, but it’s rare to find an individual or team that has the time, resources and desire to do both of these things well. We are a team of highly dedicated wealth management professionals within BMO Nesbitt Burns. Led by Jordan Applebaum, the team devises and delivers financial strategies that have a meaningful impact on their clients' lives.
Investors need not accept mediocrity in any aspect of their financial affairs
We built our partnership on the idea that investors need not accept mediocrity in either of these aspects. Our team’s goal is to deliver both a comprehensive planning process and superior investment returns via a thorough and disciplined investment process. We aim to provide a client experience that would not only make your lawyer and accountant proud, but also your stock-picking next door neighbour.
Services we provide to our clients include:
Designing sound strategies to help achieve a comfortable retirement
Applying our expertise in both discretionary and self-directed portfolio management, suitable for hands-on clients, hands-off clients and everyone in between
Corporate investment strategies and treasury management for public, private, holding companies and not-for-profit organizations
Estate planning and structuring, including methods for seamlessly transferring wealth to the next generation
Insurance-based strategies for tax-sheltered investing or just "peace of mind"
Help with establishing and maintaining a charitable foundation
Benchmarked investment performance reports
Comprehensive tax reporting to reduce accounting time and fees
Ongoing reviews of all elements of your plan
An option to have your portfolio managed in accordance with the principles of Global Sustainable Investing (otherwise known as Socially Responsible Investing)
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