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.

CIM®

F.Pl. / Pl. Fin.

Working together to help you achieve what truly matters to you

Contact Me

Phone

Office

(514) 289-0628

Mobile

(514) 928-5700

Office Location

1350 Boul. René-Lévesque O., 9e 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) 289-0810

Branch Fax

(514) 289-0032

Certificates

B.Comm.

CIM®

F.Pl. / Pl. Fin.

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
Let's Get Started

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.
Listen Here

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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Bare trusts: What the 2026 reporting rules could mean for you

Share a bank account with an aging parent? Helping a child qualify for a mortgage by being on title? Situations like these could be considered bare trusts and may require a tax return to be filed, even when no tax is owed. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, explains what you need to know and what exceptions could apply.

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What would it take for Oscar and Lakshmi to retire five years early?

They have savings, a pension, and valuable real estate. But leaving work at 60 means deciding which matters most: retiring early, spending comfortably, or keeping two properties.

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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.

Meet the Team