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Pfp Jason Cohen

Investment Associate at BMO Nesbitt Burns

Jason Cohen is an Investment Advisor at BMO Nesbitt Burns, specializing in wealth management.12 He has over 10 years of experience assisting affluent individuals, families, corporations, trusts, charities, and government entities in protecting and growing their wealth.1 As a Professional Financial Planner (PFP), Cohen takes a holistic approach to wealth management, providing services such as:

  • Investment management
  • Life transitions planning
  • Business ownership and major assets planning
  • Retirement planning
  • Tax and estate planning
  • Liquidity planning for corporations and other entities1

Cohen is based in Toronto, Ontario, and works from the 40th floor of First Canadian Place.1 He is fluent in English and provides independent guidance to his clients, meeting with them regularly to keep them informed and confident in their long-term financial planning.1 Cohen has access to a team of experts, ensuring a comprehensive approach to his clients' financial needs.1

Recently, on February 14, 2024, Cohen shared a post on LinkedIn about BMO Nesbitt Burns' Portfolio Advisory Team2, indicating his active engagement with the firm's resources and expertise.

Highlights

Jason Cohen | Managing Director, Head of Investment Banking
Jason Cohen | Managing Director, Head of Investment Banking
Jason Cohen - Lone Pine Capital

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Pfp Jason Cohen
Pfp Jason Cohen, photo 1
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Location

Toronto, Ontario, Canada