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.
Associate Investment Advisor
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.
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 Sales Assistant 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.