Joel Cogan

My Background

For over two decades, I’ve offered high-net-worth individuals in the Winnipeg area a tailored approach to wealth management, including: 1. Professional portfolio management services and counsel on retirement and estate planning. 2. Sound Advice to help safeguard capital, manage income needs and achieve superior long-term returns without undue risk. 3. Access to expert resources within BMO Financial Group (tax lawyers, accountants, etc).