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
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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