Senior Portfolio Manager, Senior Investment And Wealth Advisor
Jordan combines deep financial expertise with a passion for helping clients achieve clarity and confidence. Before joining BMO Nesbitt Burns, he was National Comptroller at Polygram Canada. Jordan holds multiple designations and collaborates with a trusted network of experts. He’s also a trained musician, active volunteer, and long-time supporter of the arts.
With a background in equity analysis and financial planning, Boris advises affluent families with precision and care. He brings strong technical skills and strategic thinking to client portfolios. Outside of work, he enjoys cooking, soccer, and travel.
Andrea ensures our clients enjoy a seamless, responsive experience. Her diverse background includes financial services, broadcasting, and professional dance. She brings creativity, warmth, and attention to detail to everything she does.
Michael is our in-house expert on BMO processes and operations. With a background in back-office banking and client service, he ensures everything runs smoothly — from documentation to transactions. He’s fluent in Spanish and passionate about sports and family.