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Jason Cohen

Address

1 First Canadian Place
40th Floor
Toronto, ON M5X1H3

Languages

My Background

For more than 10 years, I have assisted affluent individuals / families, corporations, trusts, charities and Government entities seeking to protect - and grow - their hard-earned wealth. I take a holistic approach to wealth management where I consistently give financial oversight, to help my clients reach their goals.

All of which including but not limited to: Investment Management, Life transitions, Business ownership and major assets planning, Retirement, tax and estate planning, and Liquidity planning for Corporations and other entities.

As a Professional Financial Planner (PFP), I provide independent guidance; meet with my clients regularly to help keep them informed and confident in their long-term planning; make myself available as a reliable and knowledgeable resource for all their financial needs; and have access to a team of experts, to ensure that the approach I take for all clients is all-inclusive.

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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.