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Jordan Applebaum
Dave Macdonald
Erin Duffy
Andrea Burridge

Address
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
Map

Meet our Team

 

Jordan Applebaum MBA, PFP, FCSI  
Vice President, Portfolio Manager and Wealth Advisor

Tel (416) 928-0950
Fax (416) 515-1586
E-mail: Jordan Applebaum
 Connect with me on Linkedin 


Jordan is passionate about designing the best wealth management strategies for his clientele. He has an excellent analytical mind coming from a Management Accounting background and having held a position as National Comptroller for Polygram Group Canada prior to entering the investment industry in 1997.

Jordan holds an MBA and various financial designations – including the Certified Financial Planner (PFP), Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). He has completed our firm’s comprehensive Wealth Advisor program. His expertise in the areas of retirement planning, tax and estate planning and investment research are essential to helping our clients achieve their goals.

Jordan lives in the Bathurst and Eglinton area with his wife Andrea and two children Noah and Alexandra. He is a patron of the arts, a trained musician and enjoys golf, tennis, skiing and cycling. Jordan is an active member of various non-for-profit organizations in the Toronto area; including, The National Ballet of Canada-Patron's Council Committee, The Canada-Israel Cultural Foundation and as the Founding Chair of The Eglintion Park Residents' Association.

 

Dave Macdonald CIM, FMA, FCSI 
Portfolio Manager and Financial Planner

Tel (416) 928-2866
Fax (416) 515-1586
E-mail: Dave Macdonald

Dave has been an Investment Advisor since 2001. He holds a Bachelor of Commerce, Honours degree from Queen’s University with a major in Finance. He also holds a number of financial industry designations. Dave enjoys thoroughly researching investment ideas and applying them to our clients’ customized portfolios. He prides himself on thinking and researching "outside-the-box” to uncover opportunities that other investors or advisors may have overlooked.

His career role model is his late grandfather, Gilbert "Gib” Kerrigan, who worked as an Investment Advisor for 55 years before retiring at the age of 84. Hearing Gib’s clients describe him as smart, attentive, thorough and the industry’s "last truly honest man” was Dave’s inspiration for getting into the business.

Dave lives in Bloor West Village with his wife Jennifer and two children Tessa and Beckett. He enjoys spending time at the cottage with his family, playing squash, travelling and futilely cheering for Toronto’s hapless sports teams.

He is proud to have already visited many of his "bucket list” destinations. Travel highlights include proposing to Jennifer while visiting the Galapagos Islands, climbing Mount Kilimanjaro, hiking through Egypt and Jordan, scuba diving in the Caribbean, safari travels in Africa, white water rafting on the Nile River in Uganda and hiking with Jennifer to Mt. Everest Base Camp in Nepal. Dave also views himself as exceptionally lucky to have a wife that would endure 15 shower-free days in Nepal in order to "share the experience” with him!

 

Erin Duffy B.A 
Associate Investment Advisor

Tel: (416) 928-1412
Fax (416) 515-1586
Email: Erin Duffy

Erin began her career at BMO Nesbitt Burns as a student in the summers of 2009 and 2010 as an Administrative Assistant. She graduated from Wilfrid Laurier University in 2011 with a Bachelor of Arts in Honours Communication Studies. Erin spent the year after graduation working, travelling and studying Spanish in Argentina. She returned to BMO Nesbitt Burns in May 2012 and has been with the Applebaum-Macdonald Group since March 2014.
In her role as Associate Investment Advisor, Erin oversees the administration of client accounts including trade execution.
 
In her spare time, Erin enjoys experimenting in the kitchen, taking combat classes at the gym and spending time at her family cottage in Gatineau, QC.
 

Andrea Burridge B.A 
Client Services  

Tel: (416) 928-1619
Fax (416) 515-1586
Email: Andrea Burridge
Since joining the Applebaum-Macdonald Group in early 2017, Andrea’s enthusiasm, reliability and attention to detail have made her a valuable member of the team.  She is also Jordan’s wife and partner since 1994.
 
Andrea has valuable experience in financial services having been employed by Fortune Financial and BMO Nesbitt Burns in the past.  She has also worked in a unique variety of other professional environments including CBC Radio, Lone Eagle Entertainment, Mèreadesso Inc. and as a professional dancer with the National Ballet of Canada. 
 
Upon retiring from the ballet, Andrea attended Ryerson University and was on the Dean’s List, where she received a Bachelor of Arts in Radio and Television. 
 
As our Client Services representative, Andrea is committed to enhancing our team’s relationship with our clients, while ensuring our client’s needs are exceeded.
 

For recreation Andrea practices yoga, enjoys skiing, tennis and is an avid reader.  She also appreciates attending the ballet and other cultural events and spending time with their two children. Andrea gives back to the community by volunteering for Fall for Dance North and the Pikangikum Intergenerational Dance Project.