My Financial Expertise and Passion
Jerome Cohen is a recognized leader within the Canadian financial services industry. Since launching his career in the 1980s in Toronto with what is now known as BMO Nesbitt Burns Inc., he has consistently earned recognition for providing highly responsive client service while delivering successful, customized wealth management solutions to individuals and families.
Having grown up in an entrepreneurial family of furniture store owners in the London area, Jerome understands and can relate to the unique needs of business owners. He is sensitive to their concerns and specializes in providing a well-honed perspective on how to best manage their complex decisions regarding wealth management, estate and succession planning, and charitable giving.
In the mid-1980s, Jerome and wife Edie merged their respective successful practices, blending their complementary relationship-management strengths, and spearheading innovations and initiatives within their partnership that propelled their business to an entirely new level.
As a Senior Vice-President in 2003, he made the leap to Wellington West Capital Inc., where he held the same position and served as a Wellington West board member from 2003 to 2006.
Jerome continues to be a major force in partnership with Edie serving their niche clientele at Cohen Wealth Management Group with National Bank Financial, since its acquisition of Wellington West in 2011.
My Community Involvement and Giving Back
Jerome has strong commitments and deep ties to the outstanding educational, health, and community institutions that are the bedrock of the city where he was born and raised. He also believes in giving back.
At the University of Western Ontario, where he earned an Honours degree in Business Administration from the Ivey School of Business, he served on the Board of Directors and the Investment Committee for Foundation Western. At the London Health Sciences Centre, Jerome contributed expertise on their Stewardship and Investment Committees. His community involvement extended to London's Temple Israel, where he was on the Board of Directors. Jerome currently represents National Bank with UJA of Greater Toronto's Major Donors division.
On a Personal Note
With family always as his priority, Jerome seeks every opportunity to embrace life and share his life-long passion for learning, whether through education, activities, or travel. He thrives on strong family relationships and quality friendships, enjoying nothing better than an intimate dinner with great conversation (which could run from his best new wine find to headier history and geo-political topics).
And, although Jerome's hobbies include some sedate interests such as historical biographies and cooking, he is also a die-hard Formula 1 racing fan, an avid skier, and has engaged in his share of road biking. His current fitness focus propels him to be a regular at the gym --- perhaps not so much that he is fond of exercising, but that he knows it's his best shot at reaching his widely advertised goal to live to be 120!