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Jordan Winter


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



My Background

I joined BMO Nesbitt Burns in July 2015. Before joining the organization, I worked at Invesco, a large wealth management firm in Toronto, where I gained extensive knowledge in mutual funds, ETFs and structured product. I decided to pursue a career in finance after graduating with an Honours B.Comm from the University of Ottawa. Shortly after graduating I complete the Chartered Investment Manager CIM designation.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.