Tel: 905-897-5985

Address

BMO Nesbitt Burns
360 Oakville Place Drive
2nd Floor
Oakville, ON
L6H 6K8
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Contact Us

Our Services

We specialize in Portfolio Management and Financial Planning. We believe that the integration and cohesion of a variety of services is the optimal approach to help you manage your financial future.

We can provide and facilitate access to a wide range of services supporting a broad range of needs. Listed below are many of the services our team provides:​

 
  • Portfolio Management
  • Financial Planning
  • Tax Planning
  • Trusts and Charitable Giving
  • Estate and Insurance Planning
  • Personal Banking Services (offered by BMO Bank of Montreal)
  • Working with 3rd Party Accounting and Legal Services


Clients can choose between

Advisor Discretionary - Managed Portfolio Account Program (MPA)
A fully discretionary fee-based platform that establishes a direct relationship between you and Jordan as your accredited Associate Portfolio Manager. Day-to-day investment decisions are made on a discretionary basis by Jordan in accordance with a clearly documented Investment Policy Statement based on your needs and goals.

Meridian Program
A customized fee-based advisory program that provides a traditional investment relationship without commissions. You are involved in the day-to-day investment recommendations within your portfolio.

Fee schedule available upon request.