Jordan Applebaum

My Background

Jordan is passionate about designing the best wealth management strategies for his clientele. He has an excellent analytical mind coming from a Management Accounting background and having held a position as National Comptroller for Polygram Group Canada prior to entering the investment industry in 1997. Jordan is proud of the track record he has achieved as he aims to exceed the expectations of a diverse and sophisticated clientele. His expertise in the areas of retirement planning, tax and estate planning and investment research are essential to helping our clients achieve their goals. Jordan holds an MBA and various financial designations — including the Certified Financial Planner (PFP), Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). He has completed our firm’s comprehensive Wealth Advisor program. Jordan lives in the Bathurst and Eglinton area with his wife Andrea and two children Noah and Alexandra. He is a patron of the arts, a trained musician and enjoys golf, tennis, skiing and cycling. Jordan is an active member of various non-for-profit organizations in the Toronto area; including, The National Ballet of Canada-Patron's Council Committee, The Canada-Israel Cultural Foundation and as the Founding Chair of The Eglinton Park Residents' Association.