Justin Cohen
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
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.
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.
Lifetime Capital Gains Exemption tops $1M: What business owners need to know
Article
Lifetime Capital Gains Exemption tops $1M: What business owners need to know
The Lifetime Capital Gains Exemption has topped $1 million. For owners selling a business, the LCGE can allow you to keep more money in your pocket. Pierre Létourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to talk about some ways to maximize your use of this important tax tool.
TD Economics
Article
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Gearing up for 2024: Tax and rule changes coming in the new year
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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