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ALAIN G. COGAN, PH.D.

C.E.O.

During his life, Alain has bridged the entrepreneurial and academic worlds. In Montreal, Alain owned several successful businesses as he completed his first of three graduate degrees before coming to Toronto, as a Fellow of Massey College, to pursue his Ph.D. degree at the University of Toronto. Upon finishing his studies, Alain founded Cogan Financial Capital with a focus on helping entrepreneurs navigate the complex tax-structures they faced. Always tenacious for learning and teaching, Alain was quickly able to become one our industries most trusted specialists in unique and complex business and estate scenarios. Ranging from individuals seeking better investment options to multi-owner complex businesses, Alain is sought out by clients as a valuable resource and sounding board on complicated insurance and estate matters; he is a frequent lecturer in the areas of business and law at the University of Toronto and York University. Well respected in the insurance and estate planning industries, Alain regularly presents at some of Canada’s largest professional firms including, Blake, Cassels & Graydon, Fasken Martineau, Grant Thornton, to name a few. Alain is a member of the Million Dollar Round Table (MDRT) which is recognized internationally as the standard of excellence in the life insurance and financial services industry and based on exceptional professional knowledge, strict ethical conduct and outstanding client service. Alain aims to provide our clients with the same piece of mind and work-life balance that he enjoys, by delivering solutions that go beyond the numbers.