Investment Advisor & Assistant Branch Manager
50 Burnhamthorpe Road West
Jordan Winter, CIM®, FCSI®
Investment Advisor and Assistant Branch Manager
Jordan joined BMO Nesbitt Burns in July 2015. Before joining the organization, he worked at Invesco Canada, a large wealth management firm in Toronto where he gained extensive knowledge in mutual funds, ETFs and structured product. He decided to pursue a career in finance after graduating with an Honours Business Commerce from the University of Ottawa. Jordan has completed the Charted Investment Manager (CIM®) designation and is a member of The Fellow of CSI (FCSI®). He continues to complete industry related courses to further his investment and industry knowledge.
Stephanie joined BMO Nesbitt Burns as an Administrative Assistant in September 2015. She graduated with a Bachelor of Arts (Honours) from Queen's University, and also holds a certificate in Event Management from Humber College. Her backgroud consists of wealth management, mutual fund, and private equity experience. In her spare time, Stephanie enjoys travelling, reading, and spending quality time with her family.