Jordan Winter Email
Portfolio Manager - The Winter Fenech Group at BMO Private Wealth @ BMO Nesbitt Burns
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Jordan Winter Location
- Oakville, ON, CA
Jordan Winter Work
- Portfolio Manager - The Winter Fenech Group at BMO Private Wealth @ (June 2023 - Present)
- Associate Portfolio Manager - The Winter Fenech Group @ (June 2021 - June 2023)
- Investment Advisor - The Winter Fenech Group @ (November 2020 - June 2021)
- Investment Advisor and Assistant Branch Manager - The Winter Investment Group @ (May 2019 - November 2020)
- Investment Advisor with Self Winter Nuyten Wealth Management, BMO Nesbitt Burns @ (June 2015 - November 2020)
- Regional Associate, Retail Sales @ (March 2012 - July 2015)
- Client Relations Representative @ Invesco Canada (Invesco Trimark) (November 2010 - February 2012)
- Quality Control and Data Support Analyst @ The Canadian Depository for Securities Limited (CDS) (January 2010 - July 2010)
- Assistant Golf Professional, CPGA @ The Country Club @ (April 2004 - November 2007)
- Administrative Assistant @ The Canadian Depository for Securities Limited (CDS) (June 2007 - September 2007)
Jordan Winter Education
- Canadian Securities Institute
Portfolio Management Techniques utilizing ETFs
2018-2018 - Canadian Securities Institute
Financial Services Industry: Business Drivers and Challenges
2018-2018 - Canadian Securities Institute
Wealth Management Essentials for Investment Managers
2017-2018 - Canadian Securities Institute
Fellow of the CSI (Committed to advancing the industry through mentorship, education and ethical conduct)
2010-2018 - Canadian Securities Institute
Conduct Policy Handbook - CPH (Compliance and Ethics)
2015-2015 - Canadian Securities Institute
CIM - Chartered Investment Manager
2013-2014 - IFSE
IFC (Mutual Funds License)
2011-2011 - Telfer School of Management at the University of Ottawa
(Business/Commerce, General)
2006-2009 - Georgian College
(Business Administration and Management, General)
2002-2005
Jordan Winter Summary
- Jordan Winter, based in Oakville, ON, CA, is currently a Portfolio Manager - The Winter Fenech Group at BMO Private Wealth at BMO Nesbitt Burns. Jordan Winter brings experience from previous roles at BMO Private Wealth and BMO Nesbitt Burns. Jordan Winter holds a 2018 - 2018 Portfolio Management Techniques utilizing ETFs @ Canadian Securities Institute. Jordan Winter has 1 emails on RocketReach.
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