Justin Cohen

Our Mission

We want to be the source you think of when you run into a financial problem.

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

(514) 289-0628

Mobile

(514) 928-5700

Office Location

1350 René-Lévesque Ouest 9ième étage Montréal, QC H3G 1T4. map

See Additional Office Locations

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

Toll Free

(877) 669-8400

Fax

(514) 289-0032

Branch Phone

(514) 289-8400

Branch 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

My Clients
  • 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

My clients benefit from an in-depth discovery phase where I learn more about what's important to them and help establish real goals. I work together with their professionals and a team of TD Specialists to create Investment and Wealth Plans to help my clients achieve their long term objectives.

TDAM Talks Podcast

Please join Amol Sodhi, Vice President & Director from TD Asset Management, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Federal Budget 2023: What you need to know

Article

Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Help! I’ve overcontributed to my RRSP!

Article

Help! I’ve overcontributed to my RRSP!

If you've overcontributed to your Registered Retirement Savings Plan, it's not the end of the world. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to talk about the penalty for overcontributing and how you can resolve this issue.

Article

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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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.