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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

The Cohn Wealth Management Group

  • Home
  • About us
    • Our team
    • Upcoming Events
  • Service
    • Our solutions
    • Total wealth management
    • Investment strategy
    • Tax and estate planning
    • Saving on taxes and fees
  • Articles
    • Must read articles
    • Insurance solutions
    • Estate Planning
    • Business solutions
    • Education planning
    • Market insights
  • Community
  • Contact us
 

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Welcome to The Cohn Wealth Management Group

As a trusted Investment Advisor with a Law Degree and MBA in Finance, I have over 25 years of experience working with individuals, businesses, and families.

I believe managing wealth requires a close, personal relationship built on trust, along with a high level of expertise in investing, taxes and estate planning. That is why I strongly emphasize quarterly reviews for clients and performance reporting based on specific goals.

I have a team of leading industry professionals including Jamie Golombek, Managing Director of Tax and Estate Planning, Jay Hershfield, Estate Planning Specialist, Aram Agopian, Estate Planning Specialist, and Lorna Low, our Financial Planning Specialist. Together we provide all of our clients with:

  1.  A well-structured, professionally prepared financial plan that is easy to understand and fits the client's life goals.
  2. Proven strategies for higher returns on stocks, fixed income and real estate investments.
  3. Strategies to reduce Taxes and Fees.

Together we will develop strategies that will grow your capital and preserve your wealth throughout all stages of your life.

Our goal is to ensure that every one of our clients enjoys the great feeling of knowing their investments, taxes and estate plans are being handled with the highest level of expertise, care and attention.

 

Sincerely,

Lorne Cohn

Lorne Cohn

Lorne Cohn, LLB, MBA

Investment Advisor

(416) 369-7707
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lorne.cohn@cibc.ca
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Lorne has over 30 years' experience working with individuals, businesses, families and endowments. He believes managing wealth requires combining a close, personal relationship built on trust, along with the high level of expertise in investing, taxes and Estate Planning that comes from holding a Law Degree and an MBA in Finance. He also believes in the value of philanthropy and community. Lorne is involved with various charitable organizations including work on the Boards and Finance Committees of RHA, and the Reena Foundation and has been actively involved with UJA for over 35 years. Married with three children, Lorne enjoys spending time with his family traveling or at their cottage.

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Investment Strategy

Investment Strategy

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Upcoming Event

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Tax and Estate Planning

Tax and Estate Planning

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Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Our Team

 
Lorne Cohn

Lorne Cohn, LLB, MBA

Investment Advisor
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Daniel Alonzi

Daniel Alonzi

Investment Advisor Assistant
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Contact us

Address

The Cohn Wealth Management Group Address
Brookfield Place Suite 600
181 Bay Street
Toronto, ON M5J 2T3
Telephone number: (416) 369-7707

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.