Pfp Jason Cohen

Pfp Jason Cohen, a Professional Financial Planner (PFP), has over a decade of experience assisting affluent individuals, families, corporations, trusts, charities, and Government entities in managing and growing their wealth.

Jason takes a holistic approach to wealth management, offering financial oversight and guidance across a range of services including Investment Management, Life transitions, Business ownership and major assets planning, Retirement, tax, and estate planning, and Liquidity planning for Corporations and other entities.

Currently serving as an Investment Associate at BMO Nesbitt Burns and previously as a Financial Planner specializing in Investment and Retirement Planning at BMO Financial Group, Jason provides independent financial guidance tailored to his clients' specific needs.

He is dedicated to regularly meeting with clients to ensure they are well-informed and confident in their long-term financial planning, offering his expertise as a reliable resource for all financial matters.

Jason collaborates with a team of experts to deliver comprehensive financial solutions, ensuring a well-rounded approach to wealth management for all his clients.

Disclaimer: Jason's views expressed here are personal and not reflective of BMO's positions. The information provided applies to Canadian residents only and is not meant as specific financial, legal, tax, or investment advice. For personalized guidance, individuals are advised to contact Jason directly.

Jason Cohen is associated with BMO Nesbitt Burns and adheres to industry regulations as a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.