Brad Cohen
Financial Security Advisor
(416)500-4594
(416)500-4594
Vision
Our vision is to empower our clients with the ultimate peace of mind, ensuring they sleep soundly every night, fully confident in the knowledge that we have their family, future, and income protected.
Services
From realizing your professional and personal wealth management goals, to selecting the best corporate benefits plan for your employees—we strive to help you excel, on a human level, nurturing your emotional and financial well-being.
Individuals
Let’s protect what is important to you, whether it be your family, your business, your income, or your lifestyle.
Individuals have distinct needs and goals, and each person is unique. We work with you to identify your goals, and work backwards to find out how to get there. We not only help you grow your wealth, but also protect it, and preserve it to the next generation
Individuals have distinct needs and goals, and each person is unique. We work with you to identify your goals, and work backwards to find out how to get there. We not only help you grow your wealth, but also protect it, and preserve it to the next generation
Businesses
Are you looking to attract and retain the best employees? Or find ways to provide tax sheltered opportunities within your business? How about a succession plan?
Our financial planning team takes the time to understand your business and family dynamics. We’ll get a clear idea on what you’re trying to accomplish and what’s important to you. We create custom solutions to the problems most business owners face, and provide guidance across all platforms—helping you achieve your long-term financial goals. Your goals as a business owner should support your vision. This is where we can help. The end result? A holistic financial plan for your business, where we focus on achieving your unique goals. This may be complex—but it doesn’t have to be.
Our financial planning team takes the time to understand your business and family dynamics. We’ll get a clear idea on what you’re trying to accomplish and what’s important to you. We create custom solutions to the problems most business owners face, and provide guidance across all platforms—helping you achieve your long-term financial goals. Your goals as a business owner should support your vision. This is where we can help. The end result? A holistic financial plan for your business, where we focus on achieving your unique goals. This may be complex—but it doesn’t have to be.
Philanthropy
While working in this industry, I have realized that Legacies are best served with Philanthropy. The tax advantages are significant, but more than that, the social impact is amazing. Call me today to talk about different ways that we can build charitable giving into your financial plan.
My Story
I became a financial security advisor late in my career, after working as a planner in the tech sector for a number of years. Since joining the industry, I’ve enjoyed providing financial security advice to families, employers and employees.
Do you know anyone that had a critical illness, such as a heart attack, stroke, cancer, MS, or ALS? They have played a significant role in my life.
Supported by a team of experts
Do you know anyone that had a critical illness, such as a heart attack, stroke, cancer, MS, or ALS? They have played a significant role in my life.
Supported by a team of experts
What We Do
We specialize in helping you with a holistic financial plan. When specialized expertise is required, we have access to a team of professionals who specialize in tax, law, accounting, investments, insurance, group benefits, mortgages, and financial planning.
I also partner with various external companies when appropriate for my clients’ needs, and work alongside them to ensure that the goals and needs are at the forefront.
I also partner with various external companies when appropriate for my clients’ needs, and work alongside them to ensure that the goals and needs are at the forefront.