Tel: 905-897-5985


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

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.