Exceptional investment management requires process, discipline, and robust research. Strategic financial planning requires clarity, collaboration, and expert guidance. Rarely do advisors excel equally at both — but our team does.
Led by Jordan Applebaum, our group of experienced wealth professionals at BMO Nesbitt Burns delivers tailored financial strategies that create meaningful impact in our clients’ lives.
We are committed to offering a full-service experience, combining rigorous investment management with personalized financial planning. Our goal is to give clients the kind of advice that satisfies their lawyer, impresses their accountant, and outperforms their stock-picking neighbour.
Personalized projections and strategies to support your lifestyle goals
Discretionary and self-directed options for every type of investor
For businesses, holding companies, and not-for-profits
Efficient structures for passing wealth to the next generation
Tax-sheltered solutions for protection or long-term planning
Guidance in establishing and maintaining foundations
Benchmarking to keep your portfolio on track
Detailed reports that streamline accounting and minimize costs
Optional portfolio alignment with ESG and global impact principles
Contact us to begin a private conversation.
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