Justin Cohen
Senior Portfolio Manager @Bmo Nesbitt Burns
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WORK HISTORY
Senior Portfolio Manager @Bmo Nesbitt Burns
The Cohen & Associates Wealth Management Group simplifies financial complexity for select clients with the goal of providing unmatched service; consistent performance; and uncommon objectivity.Service: We believe full service means complete access to the key partners of our team. We strive for a high quality personal interface that is customized to client’s unique and varying requirements. As your advisors, it is our duty to respond to you in a timely manner and to keep you organized so that deadlines are not missed. We value your time and it is our goal to free up more of it so that you can spend it on things that are more important to you. At the Cohen & Associates Wealth Management Group, we feel better knowing that we have removed some of the pressure from your lives.Performance: Our goal is to provide our clients with the best after-tax rate of return consistent with their risk tolerance, measured frequently against meaningful and relative benchmarks. Clearly negative returns have a more deleterious effect on long term performance than the lack of positive returns. That is why we feel it is critical to monitor each client’s asset mix and risk profile on an ongoing basis.Objectivity: By definition, objectivity means “The world as it really is; reality”. We pride ourselves on being objective, whether that includes, revealing the real fees/costs associated with products, educating clients about an opportunity, sourcing a better option that our firm cannot offer; or bringing in a third party advisor with expertise in areas that we are not. At the Cohen & Associates Wealth Management Group we spend a lot of our time talking clients out of making certain investments vs talking them into them.
EDUCATION
York University - Schulich School of Business
Master of Business Administration (MBA)
Western University
Bachelor of Science (BSc)
SKILLS
ABOUT JUSTIN COHEN
ExperienceJustin Cohen is the Senior Portfolio Manager of the Cohen and Associates Wealth Management Group. He joined BMO Nesbitt Burns in December of 1997 and has built his practice from the ground up. He graduated from the University of Western Ontario in 1995 with a degree in Mathematics & Statistics. After which he completed a Masters of Business Administration (MBA) in Finance from the Schulich School of Business in 1997. As a Senior Portfolio Manager his objective is to target consistent, reliable, and above average performance for his clients through a risk-controlled approach to asset management. Justin believes that in order to achieve your financial goals you need to take a comprehensive approach and that starts with a detailed plan as early as possible. He prides himself on being your one-stop shop for any and all finance issues as they relate to your lives. By being included in every aspect of your investment and financial planning decisions Justin can help your family better achieve your overall goals.Volunteer ExperienceWhen Justin is not working he enjoys family life, a wide variety of sports such as hockey, baseball, kiteboarding and wakeboarding as well as coaching his children’s sports teams.
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