We merge traditional values – integrity, care, value, quality, expertise, and collaboration – with contemporary tools, so we can continue to deliver industry-leading solutions and service for our clients’ complex and evolving needs.
Why Kogan Wealth Management?
Integrity, above all else
Our clients expect that we act in their best interest, always. As a fiduciary, we are required to provide a higher duty of care than most others in the financial industry.
People
We’re a group of dedicated professionals who, since 1996, have solved increasingly sophisticated problems for our clients.
Utmost care
We pay close attention and provide personal care, as trust is the foundation of every client relationship, and it has to be earned.
Top-tier advice
We’re well-equipped to deal with the most complex wealth management needs, and provide a distinctly personal investment approach.
Enduring value
We provide elite investment management and ancillary benefits, at a good value, that help protect and grow our clients’ wealth.
Predictive quality
Our client portfolios are multi-asset class and model-based to provide consistent and predictable oversight on all holdings, in real-time, based on objective and reasoned research.
Collective strength
We arrive at the best solutions by working collaboratively with a carefully-cultivated, extensive network of experts, both within RBC and in the business community.
Devoted to earning your trust and growing your wealth
Trust is the foundation of every client relationship, and it has to be earned. Working together, we’ve built that trust by consistently solving sophisticated problems for the families, businesses, and foundations we serve.
Ron Kogan
Jerry Rawlik
Jeramy Wilkes
Joanne Kutchera
Catherine Minard
Natalie Hohenstein
Process
Top-tier advice, predictive quality – utmost care
We serve as a single point of contact in delivering a customized, high-value experience. Bringing together all aspects of your financial life into one coordinated plan, we are here to create, build, and protect your wealth.
1. Discovery
We take the time to truly understand your financial needs and goals, your aspirations for the future, and your profile as an investor, so we can construct a distinct and complete wealth strategy.
2. Develop
Each client receives a personalized plan that considers retirement planning, estate planning, risk management, business assets, tax minimization, legacy goals, and more. This includes a clearly-defined investment strategy based on proven principles – wealth preservation, long-term capital appreciation – which we manage on your behalf.
3. Implement
We put your plan into action using the best and latest economic analysis and research from RBC Capital Markets and third-party proprietary sources. We also extend the availability of value-added wealth management experts, lawyers, and accountants, as needed.
4. Monitor
We serve as circuit breakers, removing the emotions and guesswork from investing, and offering social and psychological support through both prosperous and challenging times.
5. Review
We ensure your portfolio and financial plan adjust as your goals are realized, personal situations changes, and the markets evolve. This includes an invite for quarterly, semi-annual, or annual review meetings, between our team and your family, so we can align your strategy with your current needs.
Discretionary portfolios
Our client portfolios are multi-asset class and model-based to provide consistent and predictable oversight on all holdings, in real-time, based on objective and reasoned research. We can also complement with fixed income; environmental, social, and corporate governance (ESG); and socially responsible investment (SRI) funds, at your discretion.
PIM Canadian Equity Model
A concentration of Canadian equities that offers broad exposure across sectors, with an emphasis on companies that display a strong track record of value creation for shareholders. Model focus: long-term capital growth
PIM Canadian Equity Income Model
A diversified basket of dividend-paying Canadian equities designed to provide an attractive rate of current dividend income and the potential for longer-term capital appreciation. Model focus: sustainability of dividend payouts and ability to grow dividends over time
PIM U.S. Equity Yield Hogs Model
A collection of U.S. businesses with strong balance sheets and a track record of generating reliable cash flows and returning capital to shareholders. Model focus: above-average current income (dividend yield above 2% at cost) and potential for capital appreciation
PIM U.S. Equity Model
A basket of U.S. companies that are expected to increase earnings at an above-average rate and with market capitalizations and trading liquidity in line with the S&P 500 component. Model focus: long-term capital growth
Perspectives
Quarterly commentary
We help you benefit from the strength and breadth of RBC
For nearly 25 years, we’ve helped solve increasingly sophisticated problems for some of the most successful individuals, foundations, families, and businesses in Canada. If you, or someone you know, can benefit from our disciplined approach to wealth management, we invite you to contact us.