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Justin Cohen

Portfolio ManagerInvestment Advisor

  • B.Comm.
  • F.Pl.
  • CIM®

Working together to help you achieve what truly matters to you

How my team can help you


As a Portfolio Manager and Investment Advisor, I manage investments & help build Wealth Plans for high net worth families. This includes professionals, business owners, corporations, trusts and estates.

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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.

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Working together with TD Specialists

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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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 20 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


How to get started

Please call our office at 514-289-0628 to start your journey to financial success.

ADDITIONAL CONTACT

Toll Free: (877) 669-8400
Fax: (514) 289-0032
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032

LANGUAGES

English, French, Hebrew

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

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We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

BoC keeps rates on hold, as pace of vaccinations lifts Canada’s economic outlook

The Bank of Canada keeps its key policy rate unchanged, and pledges not to raise interest rates until the economy recovers from the COVID-19 pandemic. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the outlook for Canada’s economic recovery.

How an LGBTQ2+ tour operator is surviving the pandemic

Out Adventures saw their bookings vanish when COVID-19 hit. Fortunately they were able to pivot and find success when a new opportunity arrived.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

Do you know someone who would benefit from my services?