Jason Cohen Email and Phone Number

As an Investment Advisor at BMO Nesbitt Burns, I provide independent guidance and oversight to affluent clients seeking to protect and grow their wealth. I have over a decade of experience as an investment manager and financial planner, working with families, corporations, trusts, charities, and government entities.I take a holistic approach to wealth management and tailor my solutions to each client's unique goals, values, and concerns. I help my clients with various aspects of financial planning, such as investment management, life transitions, business ownership and major asset planning, retirement, tax and estate planning, and liquidity planning. I also hold multiple certifications , which demonstrate my expertise and professionalism in the industry.I am passionate about what I do and committed to personalized service. I build strong relationships with my clients and work closely with them to ensure that their plans remain relevant and effective over time. I take great pride in helping my clients achieve their financial goals and empowering them to make informed decisions. If you are looking for a financial partner who truly cares about your success and will work tirelessly to help you achieve your goals, I am the perfect fit for you. Contact me today to schedule a consultation.Any postings on social media are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only and does not constitute any financial, legal, tax, investment, or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Previous results are not indicative of future results. BMO Nesbitt Burns Inc. (BMO NBI) provides this commentary to clients for informational purposes only. The information contained herein is based on sources that we believe to be reliable, but is not guaranteed by us, may be incomplete or may change without notice. The comments included in this document are general in nature, and professional advice regarding an individual’s particular position should be obtained. BMO NBI is a subsidiary of Bank of Montreal and Member-Canadian Investor Protection Fund. “BMO (M-bar Roundel symbol)” is a registered trademark of Bank of Montreal, used under license. “Nesbitt Burns” is a registered trademark of BMO NBI, used under license.