jason cohen

investment specialist

About

Financial services professional specializing in helping clients to achieve their financial goals. With advanced investment techniques and tax savings strategies I look for ways to help my clients to build wealth and save taxes.

Country

canada

City

toronto

Industry

financial services

Skill

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, securities lending, insurance, team leadership, educational leadership, writing, wealth management, retirement planning, term life insurance, investments, disability insurance, life insurance, strategic financial planning, financial advisory, asset allocation, wealth, retirement, pensions, finance, banking, financial services, estate planning, portfolio management, asset management, risk management

Experience

investment specialist

private wealth advisor

cornerstone investment counsel ltd.

2017-10 - 2018-4 · 7 mos

financial advisor

keybase financial group

2018-4 - Present · 8 yrs 6 mos

investment consultant

standard life investments

2008-4 - 2014-2 · 5 yrs 11 mos

* Help financial advisors to build sales. * Offer advice and insight in financial markets, funds and macro economics * Helped deliver custom proposals to position Standard Life Products * Delivered presentations to new and experienced advisors on concepts and products * Contacted New advisors to introduce Standard Life Products and concepts

associate advisor

investment planning counsel

2006-1 - 2008-1 · 2 yrs 1 mo

* Helped manage a 30M block of business * Aided in conducting client seminars * Booked meetings and scheduling for senior advisor * Created custom investment proposals to help drive business

financial advisor

2005-1 - 2006-11 · 1 yr 11 mos

Branch Financial Advisor. Advised bank customers on investments and day to day banking. Secured mortgages and lonas for clients, Handled a book of over 200 clients as well as day to day business.

financial advisor

clarica

2002-1 - 2004-1 · 2 yrs 1 mo

* Helped clients by offering advice and insight in financial and estate planning * Used creative process to drive business through marketing and direct contact * Conducted client based seminars * Worked with centres of influence (Lawyers, accountants, Mortgage borkers, P&C brokers) to create mutual business