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Jordan Applebaum


2 St Clair Ave West
19th Floor
Toronto, ON M4V 1L5



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.

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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.

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