Joel Cogan

Address

201 Portage Avenue
Unit 1700
Winnipeg, MB R3B3K6

Languages

English

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).

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.