BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
The Jordan Daiter Wealth Management Group works with a wide variety of individual clients who recognize the importance of working with professionals to manage their family's wealth. For these clients the Financial C.A.R.E. Program gives them more freedom to focus on what's important to them. We can assist individuals with:
Our corporate and non-profit clients look to us for guidance in fulfilling their short and long term financial obligations. We have extensive experience in helping these clients invest within the strict guidelines of their fiduciary duties.
Every client of the Jordan Daiter Wealth Management Group is unique, however they all have a desire for a thorough look at the big picture, a conservative approach to portfolio management and a need for unparalleled service.