Joel Cogan, CIM, FCSI

Senior Portfolio Manager, 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.

Elizabeth Gougeon

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.

Travis Riddell

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.

Our Partners


Kurtis Massey, CFP, CIM, TEP

Wealth Planning Consultant, 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 Senior Private Banker at BMO Private Wealth of knowledge and expertise in personal, corporate banking as well as Capital Markets transactions. Anthony focuses on insurance related lending as well mergers and acquisition financing. Anthony specializes in working with ultra high net worth families who have complex personal and commercial lending needs.


Shane Verity, CFP, TEP

Estate and Insurance Advisor, BMO Private Wealth

As a member of the Wealth Management Consulting team, Shane brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.