Jordan Winter, CIM®, FCSI®
Investment Advisor, Portfolio Manager
Jordan is passionate about supporting successful individuals and families as they overcome critical life events in an unpredictable world. His goal is to continuously provide long-term financial security to all clients that harnesses technical investment knowledge into practical, actionable, and most importantly, repeatable goals-based strategies.
A 12-year veteran in financial services, Jordan joined BMO Private Wealth in 2015 after five years in wealth management with one of the world’s largest asset managers. Jordan earned an Honours Bachelor of Commerce from the University of Ottawa. He holds the Chartered Investment Manager (CIM), the Fellow of the Canadian Securities designation (FCSI) and is Life Insurance licensed with a Life Licence Qualification Program (LLQP) designation.
Jordan was born in Perth in Eastern Ontario where he learned the value of an honest handshake and keeping a promise. He currently lives in the Halton region with his wife, Stephanie, and their three children (ages 4, 2 and 1). A devoted home chef, you can find him most weekends at a local farmers market or at the family cottage. When time permits you will find him trying to find his former Canadian PGA professional skills on the local golf course.
Adam Fenech, CIM®, MBA
Adam works to help successful individuals and families protect and grow their retirement savings. Whether it be creating legacies for future generations, or funding comfortable retirement life goals, he and his team work with you and your loved ones to create a personalized path designed to attain your life goals in an evolving investment world.
Adam is a 15 year veteran of the investment industry. His career began in the institutional side of the business assisting in managing some of the worlds largest pension funds. He then refined his focus to helping individual investors and their families. Adam holds a Chartered Investment Manager (CIM) designation plus a Life Licence Qualification Program (LLQP) designation. He graduated with a Masters of Business Administration (MBA) from the Schulich School of Business, with a specialization in finance.
Adam was born in and continues to live in the Greater Toronto Area. He is a passionate husband to his wife Grace and their three-year-old son Philip. He is devoted to helping with the needs of children through the Kiwanis Club of Toronto which has taught him the true value of helping the next generation. In his spare moments he enjoys playing squash, golf and travelling plus spending precious outdoor time at the family cottage.
Luke is excited and dedicated to a financial services career path. While new to the role he is committed to delivering results-based service to his clients in a seamless and timely manner. Luke believes in building trust and credibility through the disciplines of hard work and personal integrity.
Luke earned a degree in Sports Marketing and Business Administration from the University of Waterloo. Since joining the team just under a year ago he has completed the Canadian Securities Course (CSC) the Canadian Practice Handbook (CPH) and has officially been Licensed as an Investment Representative in multiple Canadian jurisdictions. He is now working on his next designation and aims to continue his growth on our team.
Luke grew up in Mississauga and now resides in Toronto. He has a passion for all-season sports such as; Golf, Hockey, Volleyball, and Skiing. When time permits, Luke enjoys expressing his artistic passion by playing the guitar.