Team Members

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 has been an active member of various not-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.

Boris is a dedicated investment professional who has been working in finance since 2006. With a disciplined and strategic approach, he focuses on advising affluent families and investors in perpetually evolving market conditions. Boris joined BMO Nesbitt Burns in 2021, after working at BMO Financial Group as a Financial Planner. He has also served as an Equity Analyst at CI Investments. Boris holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations and has a Bachelor of Commerce degree from Toronto Metropolitan University. He has a strong technical background and a solid understanding of investor needs. In his personal time, Boris enjoys soccer, creating culinary masterpieces and travelling.

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.

As our Client Services Associate, 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.  

Born in Colombia, Michael's first language is 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.