BMO Nesbitt Burns
First Canadian Place
100 King St. W, 38th Floor
As a Portfolio Manager at BMO Nesbitt Burns I work with individuals, families, entrepreneurs, business professionals, foundations and corporations by providing expert financial advice. Consider me your "Personal CFO" regardless of your stage in life I am able to help you achieve your goals focused on solutions unique to you.
Vice-President, Portfolio Manager & Wealth Advisor
In addition I have several designations that allow me to best serve my clients which include the Fellow of the Canadian Securities Institute, Chartered Investment Manager, CERTIFIED FINANCIAL PLANNER® professional, and Chartered Professional Accountant.
Jacob began his financial career in 2018 as a Financial Services Manager for the Bank of Montreal, before joining the Gordon Wealth Management Group in 2020. Jacob received his undergraduate degree from the University of Toronto in 2017.
When Jacob is not in the office he enjoys hitting the links or the slopes as well as spending time with his friends and family.