Joel Cogan, CIM, FCSI
Senior Portfolio Manager And Senior Investment Advisor
As a Winnipeg-based Investment Advisor with BMO Nesbitt Burns, I began my career in 1995. I was educated at the University of Manitoba graduating with a Bachelor of Commerce degree with Honors. I have continued my education to attain a number of designations that allow me to provide my clients with discretionary portfolio management and financial and retirement advice.
I have many roles in my life that I hold very near and dear to my heart. Married since 1998 to my beautiful wife Jessica whom I share 3 wonderful children with. A former Big Brother, I have taken a leadership role with the Canadian Friends of the Hebrew University and have also chaired in the men's division of Youth Aliyah for Hadassah Wizo. I am a former "Team Leader" (supporter in the Pathfinder Category) with the United Way Charity and a former board member with the Congregation Etz Chayim. In my spare time I enjoy playing sports and coaching within my community.
Client Service Associate
Started my career in the financial services industry 25 years ago. Completed certificate in Business Administration from Red River College and completed the Canadian Securities Course. In my current role, I oversee all areas of the client service, ensuring all service requests are fulfilled in an efficient and timely matter.
Client Service Associate
Travis graduated from Western University in 2019 with a degree in Management and Organizational Studies with a specialization in Consumer Behavior. Travis joins us in the role of Client Service Associate and has a passion for assisting clients to reach their investment goals. In his spare time Travis enjoys spending time outside playing golf during the summer and cheering on the Winnipeg Jets in the winter.
Mark Moulson, CFP, TEP
Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
With over 28 years of experience in the financial service industry, Mark is able to effectively meet the estate and insurance planning needs of our clients. Mark's expertise is in creating efficient solutions that maximize estate values and minimize taxes.
Mark is a member of Advocis, the Society of Trust and Estate Planners, and the CIFP. An active member of his church, Mark enjoys the outdoors and downhill skiing in his spare time.
Kurtis Massey, CFP, CIM
Director, Wealth Planning, BMO Wealth Planning
For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with
Anthony Maros, BA (Econ)
Senior Private Banker, BMO Private Wealth
As a Senior Private Banker at BMO Private Banking, Anthony brings a wealth of knowledge and expertise in both personal and commercial banking. Working exclusively with BMO Nesbitt Burns clients, Anthony is specializes in working with clients who have complex personal or commercial lending needs as well as assisting with their day to day banking and other financial solutions.