BMO Nesbitt Burns
80 King Street
St. Catharines, ON
Investment Advisor and Portfolio Manager
Michael Coholan is a longstanding professional within the financial services industry where he began his career in 1994. Michael is a qualified Portfolio Manager, which allows him to offer discretionary investment management to his clients. He provides very specific asset and wealth management services to clients based solely on their goals, objectives and needs. His strong customer-care approach focuses on overseeing the financial affairs of individuals, families and institutional investors. As such, he takes the time and utilizes resources to work with clients on all areas of financial concern.
To ensure deep-rooted relationships, Michael works both with an internal and external team of specialists; these include Financial and Estate Planning, Tax and Insurance Planning, and Business Owner Solutions. Michael has a passion for the business and continues to establish service and investment practices that are industry leading.
When not working, Michael gets immense satisfaction from coaching rowing to High School athletes. He loves the sport and the dedication it requires. He also loves to travel, ski and play golf with family and friends. Currently, Michael is a service member of the Niagara Industrial Association and is Past President and Treasurer of the St. Catharines Advertising & Sales Association.
The importance of a well-managed, disciplined approach to wealth management, solely grounded in each family's individual goals and objectives has never been greater. In a world of very confusing financial offerings, volatility, risk, and high fees, it is Michael’s mission to help families make better decisions with their financial capital.
Michael is there to guide you.
Associate Investment Advisor
With over 15 years’ experience in the financial industry, Corri’s incredible organizational skills and precise attention to detail make her an integral part of The Coholan Wealth Management Group. She is committed to providing an excellent client service experience for all of your administrative needs.
Corri studied at both Confederation College & Algonquin College and continues to further her education, most recently receiving a Certificate in Advanced Investment Advice from the Canadian Securities Institute.
Corri lives in Grimsby with her husband Don and two sons, Jackson & Parker. Outside of the office, Corri loves to cook, bake and play board games with her family.
James Waters, CFP, CIWM
Director, Wealth Planning
Analytics and analysis have always been James’ forte and he is passionate about helping people. As a result, James has been captured by the art of Financial Planning since first being exposed to it in school. Since 2008, he has made it his mission to develop his craft to be at the absolute pinnacle of the industry. At BMO, James is part of an integrated team of in-house technical specialists that work together to facilitate a superb client experience that delivers customized solutions to address the unique and complex needs of clients.
James has been in the Wealth Management industry nearly a decade. During this time he has worked at boutique investment firms, large insurance companies and as a subject matter expert for Moody’s Analytics. James has experience with the creation and implementation of complex financial plans to service high net worth families and individuals including professionals, executives, business owners and professional athletes.