Jason Cohen Email and Phone Number
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With over 20 years experience I help clients to grow and protect their wealth.
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Insurance AdvisorOntario Medical Association Oct 2023 - Present -
AssociateIa Private Wealth Jun 2022 - Sep 2023TorontoHelping our clients by building and reviewing financial plans. Assisting Senior advisor with investment research and recommendations. Assisting clients with estate planning and risk management through insurance products. Onboarding clients and ensuring documentation is in good order. Ensuring account transfers are completed thoroughly and efficiently. Answering client inquiries. Executing client trades as needed. -
Investment SpecialistHub Financial Inc. May 2020 - Jun 2022Toronto, Ontario, CanadaI specialize in helping financial advisors to streamline their business to make more money and free up their time. With over 18 years experience in the financial services field, I use my expertise to guide advisors to build sales and make their practices more efficient. -
Life And Wealth AdvisorRbc Insurance Apr 2019 - May 2020Toronto, Canada AreaAdvised clients on their insurance and investment needs. I helped clients to protect their income and lifestyle in case they couldn't work due to illness or injury. Used creative prospecting and promotion to talk to prospective clients and set meetings. Created my own discovery process to ensure I understood all areas of the clients financial lives. Was consistently in the top 10 in sales and FYC for advisors under 1 year for the region. -
Independent Financial AdvisorKeybase Financial And Ipc Securities Jan 2016 - Apr 2019Toronto, Ontario, CanadaWorked with clients in all areas of financial planning including budgeting, investment management, goal setting and risk management. Worked with a large advisory team with assets of over $150M. Helped the senior advisors with meeting prep, investment research and analysis, portfolio rebalancing and fee reduction.
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Investment Sales ManagerEquitable Life Feb 2014 - Oct 2015Greater Toronto Area, CanadaConsultant working with advisors through MGA channel to help advisors build their business. Used creative strategies to understand advisors and their clients. Used tools and handouts to help promote the Equitable brand. Conducted seminars on topics including: Positioning Segs Funds for your insurance clients and behavioral finance. Hosted annual advisor road shows. Exceeded targets for number of new advisors in first year. -
Investment ConsultantStandard Life Retail Sales Apr 2008 - Feb 2014Help financial advisors to build sales.Offer advice and insight in financial markets, funds and macro economicsHelped deliver custom proposals to position Standard Life ProductsDelivered presentations to new and experienced advisors on concepts and productsContacted New advisors to introduce Standard Life Products and concepts -
Associate AdvisorInvestment Planning Counsel 2006 - 2008TorontoHelped manage a 30M block of businessAided in conducting client seminarsBooked meetings and scheduling for senior advisorCreated custom investment proposals to help drive business -
Financial AdvisorTd Bank Group Jan 2005 - Nov 20063174 Yonge StreetBranch Financial Advisor. Advised bank customers on investments and day to day banking. Secured mortgages and loans for clients, Handled a book of over 200 clients as well as day to day business. -
Financial AdvisorClarica Jan 2002 - Dec 2004Toronto, OntarioHelped clients by offering advice and insight in financial and estate planningUsed creative process to drive business through marketing and direct contactConducted client based seminarsWorked with centres of influence (Lawyers, accountants, Mortgage brokers, P&C brokers) to create mutual business
Jason Cohen Skills
Jason Cohen Education Details
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Broadcast Journalism -
Toronto School Of BusinessBusiness Administration -
Jarvis Collegate
Frequently Asked Questions about Jason Cohen
What company does Jason Cohen work for?
Jason Cohen works for Ontario Medical Association
What is Jason Cohen's role at the current company?
Jason Cohen's current role is Helping Ontario's doctors to protect what's most important.
What is Jason Cohen's email address?
Jason Cohen's email address is ja****@****life.ca
What is Jason Cohen's direct phone number?
Jason Cohen's direct phone number is +141682*****
What schools did Jason Cohen attend?
Jason Cohen attended Fanshawe College, Toronto School Of Business, Jarvis Collegate.
What skills is Jason Cohen known for?
Jason Cohen has skills like Public Speaking, Proposal Writing, Sales Presentations, Investment Strategies, Investment Advisory, Investment Advisory Services, Mutual Funds, Segregated Funds, Fixed Annuities, Variable Annuities, Fixed Income Strategies, Financial Analysis.
Who are Jason Cohen's colleagues?
Jason Cohen's colleagues are Anna Kopowska, Kathryn Mayer, Jennifer Lezcano, Shayan Baksh, Venessa Cormier, Jeff Henry, Gul Khan.
Not the Jason Cohen you were looking for?
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Jason Cohen
Leading Sustainability Initiatives | Guiding Businesses To Carbon Reduction With Bullfrog Power’S Recs And More.York, On5gmail.com, sentinelsolar.com, sentinelsolar.com, yulio.com, interaptix.com -
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Jason Cohen
Canada -
Jason Cohen
Pierrefonds, Qc
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