Education: Bachelor of Commerce(Hons), CIM, FCSI Languages Spoken: English Specialties: Discretionary Portfolio Management. Retirement, Financial and Estate planning
Joel B. Cogan, CIM, FCSI Portfolio Manager and Senior Investment Advisor Joel Cogan began his career as an Investment Advisor in 1995 and has a wide range of experience in the investment industry. He is well known for his conservative, long term approach to investing, specializing in retirement and financial planning and portfolio management. Born and raised in Winnipeg, Joel was educated at the University of Manitoba graduating with a Bachelor of Commerce (Honors) degree. He has since continued his education to attain a number of designations that allow him to provide his clients with investment, retirement, tax efficiency and estate planning advice. Joel has also obtained the Canadian Investment Management Designation and is a Fellow of the Canadian Securities Institute, the industries' highest mark of distinction. Further, Joel has also attained the coveted Portfolio Manager designation, allowing him to specialize in managing portfolios on a discretionary basis. Joel firmly believes that his clients' interests are best served by taking a fully diversified portfolio approach to investing, while focussing specifically on each client's particular needs. He formulates customized investment strategies designed to improve portfolio return while diligently managing risk.