Justin Cohen
Senior Portfolio Manager
Senior Investment Advisor
B.Comm.
F.Pl.
CIM®
Working together to help you achieve what truly matters to you
Phone
Office Location
At the heart of what I do is a remarkable purpose to create investment plans that help clients avoid the many pitfalls of investing and make smart decisions with their money.
My approach follows a simple process.
I get to know my clients and their families which constitute high net worth business owners, professionals, corporations, trusts and estates. Knowing my clients well allows me to better understand their Financial and Retirement goals and build a plan to achieve them. Because these goals change over time we review their situation at least once a year.
I then develop Investment Policies and Financial Plans that are tailor made to the client. Following these policies and plans I build and manage diversified investment portfolios using a disciplined investment strategy.
I work with TD specialists and tax and legal advisors to help my clients organize the important financial planning areas of their lives.
Phone
Fax
(514) 289-0032
Certificates
B.Comm.
F.Pl.
CIM®
Languages
English
French
Hebrew
How My Team Can Help You
As a Senior Portfolio Manager and Senior Investment Advisor, I manage investments & help build Wealth Plans for high net worth families. This includes professionals, business owners, corporations, trusts and estates.
Honest Advice
Looking at the Big Picture
Doing What's Best For Our Clients
First Class Service
Understanding Our Clients
Giving Back to the Community
My Clients & What Makes Me Different
- I work with high net worth families, business owners, professionals, corporations, trusts and estates.
What Makes Me Different
- My attention to detail
- My service level and follow-up
- My depth of knowledge from 25 years experience in the fields of investing and retirement
- My expertise in helping deal with complex strategies in tax and estates
- Most of all, I take the time to explain and help educate my clients
Understanding You
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You’ve worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we’ll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that’s why we’re committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we’ve got the expertise to create a comprehensive plan that’s right for you.
You are the architect of your legacy and we can help you with the blueprint. We’ll collaborate with you to identify your top priorities, from there we will work with a dedicated team of TD Specialists in estate planning, trusts, gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
TDAM Talks Podcast
Meet the Team
I work with a network of some of the most sophisticated specialists and professionals in Montreal to help you make the most of your unique position.
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