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26 Wellington St E, Suite 201, Toronto, ON M5E 1S2, Canada
26 Wellington St E, Suite 201, Toronto, ON M5E 1S2, Canada
Joe Hogan has primary responsibility for investment advisory for private clients. As to investment philosophy, Joe is a contrarian. He goes against the tide, ready to invest in a manner that differs from the conventional wisdom, when the consensus opinion appears to him to be wrong.
Joe keeps up to date with market developments by accessing wide sources of information—including sources beyond mainstream media. From a place of broad market knowledge and understanding, he approaches every client relationship with utmost integrity. He will manage your money exactly the way he manages his own money, with the same care, and within the context of your risk tolerance and objectives.
Looking beyond your investment portfolio, Joe will analyze your complete financial needs, including retirement planning and estate planning. He will recommend the right business partners regardless of the field of activity to ensure all your financial needs are met.
He will also recommend the right business partners regardless of the field of activity to ensure all your financial needs are met.
Joe has been his current position for over eight years, with 30 years in the investment industry, including these firms:
Qualifications:
“Brian has virtually been my partner in building our book of business - he does it by going above and beyond expectations to serve our clients.”
- Joe Hogan
Brian is an Investment Advisor who is extraordinarily dedicated to serving clients within the Hogan Team. He works closely with Joe Hogan to ensure that all investment planning needs are met, including: trade processing in structuring and rebalancing investment portfolios; supervising client cash flow requirements; compiling and analyzing research; completing and updating account documentation; discussions with clients about their portfolio holdings in the context of the ever changing economic environment.
Brian has 30 years’ experience in providing clients with financial solutions, including client facing roles at these organizations:
- Resolute Growth Fund
- HSBC
- RBC
Qualifications:
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness.
Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
