CIBC Wood Gundy
Welcome to The
Cohn Wealth Management Group
As a trusted Investment Advisor with a Law Degree and MBA in Finance, I have over 25 years of experience working with individuals, businesses, and families.
I believe managing wealth requires a close, personal relationship built on trust, along with a high level of expertise in investing, taxes and estate planning. That is why I strongly emphasize quarterly reviews for clients and performance reporting based on specific goals.
I have a team of leading industry professionals including Jamie Golombek, Managing Director of Tax and Estate Planning, together we provide all of our clients with:
A well-structured, professionally prepared
financial plan that is easy to understand
and fits the client’s life goals.
Proven strategies for higher returns on stocks,
fixed income and real estate investments.
Strategies to reduce Taxes and Fees.
Together we will develop strategies that will grow your capital and preserve your wealth throughout all stages of your life.
Our goal is to ensure that every one of our clients enjoys the great feeling of knowing their investments, taxes and estate plans are being handled with the highest level of expertise, care and attention.
Call or visit us online :
(416) 369-7707
CIBC Wood Gundy
The Cohn Wealth Management Group
181 Bay St 6th Floor, Toronto, Canada M5J 2T3
Ref: 100FRL
Ref: 100TRNHI
- Listing ID: 2239