Address

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

Contact Us

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 investment and 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 has earned an MBA and various other 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 experience in the areas of research and portfolio management, retirement planning, tax and estate planning is extensive.  The team also actively collaborates with an impressive well-chosen network of internal and external experts to help their clients achieve and exceed their goals.

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 he was the Founding Chair of The Eglinton Park Residents' Association.
 

 

Sarel Potgieter, B.Comm, CIM
Associate Investment Advisor

Tel (416) 928-2866
Fax (416) 515-1586
E-mail: Sarel Potgieter
 Connect with me on Linkedin 
 

Providing wealth management with the highest level of integrity is the foundation from which Sarel approaches each client relationship.  A former professional rugby player, Sarel has applied his discipline and determination to a career in financial services, aiding clients to reach their personal and financial goals.

Born in South Africa, Sarel completed his education at the University of Stellenbosch where he received a Bachelor of Commerce, specializing in Economics.  He also holds a Chartered Investment Manager (CIM) designation from the Canadian Securities Institute, accreditation in Advanced Investment Strategies (AIS) and Portfolio Management Techniques (PMT) and is currently a Level II candidate in the CFA Program. 

Outside of the office Sarel lives an active lifestyle and is known to enjoy a friendly but competitive round of golf.   


 

Andrea Burridge B.A 
Client Services  

Tel: (416) 928-1619
Fax (416) 515-1586
Email: Andrea Burridge
 Connect with me on Linkedin 

Since joining The Applebaum Wealth Advisory 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 worked with Fortune Financial and BMO Nesbitt Burns in the past.  She has been employed in a unique variety of other professional environments including CBC Radio, Lone Eagle Entertainment, Mèreadesso Inc. and as a dancer with the National Ballet of Canada. 
  
As our Client Services representative, Andrea is committed to enhancing our clients’ experience with our team and aiming to ensure 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 now as an audience member.  Andrea has enjoyed volunteering for Fall for Dance North and the Pikangikum Intergenerational Dance Project.
 
 
 

Michael Ramirez
Administrative Assistant

Tel (416) 928-1412
Fax (416) 515-1586
E-mail: Michael Ramirez
 Connect with me on Linkedin 
 

As our administrative assistant, Michael is “the” authority on navigating through the firm to get things done for our clients.  Michael joins us after several years supporting the entire branch as a member of the operations and processing team.  Prior to joining our branch, Michael worked in banking services at First Canadian Place – the global operational headquarters of the Bank of Montreal.  There he obtained a solid knowledge of documentation, back office transactions, cheque handling and much more.  

As a native of Colombia, Michael is fluent in Spanish.  In his spare time, he can be found playing soccer or volleyball and enjoying time with his close-knit family, including his beloved dog Junior.