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.
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:
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