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      BMO Nesbitt Burns
      1700 - 201 Portage Avenue
      Winnipeg, MB
      R3B 3K6

      Contact Us

      taruhan 1x2

      Bachelor of Commerce(Hons), CIM, FCSI

      Languages Spoken:

      Discretionary Portfolio Management.
      Retirement, Financial and Estate planning
      Joel B. Cogan, CIM, FCSI
      Portfolio Manager and Senior Investment Advisor

      Joel Cogan began his career as an Investment Advisor in 1995 and has a wide range of experience in the investment industry. He is well known for his conservative, long term approach to investing, specializing in retirement and financial planning and portfolio management.

      Born and raised in Winnipeg, Joel was educated at the University of Manitoba graduating with a Bachelor of Commerce (Honors) degree. He has since continued his education to attain a number of designations that allow him to provide his clients with investment, retirement, tax efficiency and estate planning advice.

      Joel has also obtained the Canadian Investment Management Designation and is a Fellow of the Canadian Securities Institute, the industries' highest mark of distinction. Further, Joel has also attained the coveted Portfolio Manager designation, allowing him to specialize in managing portfolios on a discretionary basis.

      Joel firmly believes that his clients' interests are best served by taking a fully diversified portfolio approach to investing, while focussing specifically on each client's particular needs. He formulates customized investment strategies designed to improve portfolio return while diligently managing risk.