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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.
Senior Portfolio Manager
As the founder and leader of Kogan Wealth Management, Ron Kogan strives to assist high-net-worth investors with their complex financial needs by applying creative solutions to grow, preserve, and perpetuate family wealth for future generations.
Ron grew up in a family that owned and operated a manufacturing business. His upbringing taught him the importance of hard work, entrepreneurship, and protecting capital in challenging environments. When he decided to join the financial services industry, he wanted to help similar families, with complicated wealth needs. In 1996, with this goal in mind, Ron founded a practice of his own, now called Kogan Wealth Management.
Ron’s approach proved successful early in his career. Almost three decades later, Ron is well regarded within RBC Dominion Securities and among his clients. His affinity and respect for entrepreneurs, from business owners to health care practitioners, has led to some of his most cherished productive and enduring client relationships.
As a Senior Portfolio Manager, Ron is licensed to provide advisor-managed investing for your goals – which has been key to his clients’ success. This means he has the experience and academic background required to manage investments on behalf of his clients, with their unique needs in mind. And, true to his generalist approach, Ron’s services extend far beyond investing. He and his team work closely with experts in business planning, insurance, trusts, Wills & estates, and private banking to provide increasingly sophisticated strategies that grow and preserve wealth. Most importantly, Ron does all of this with an intimate understanding of each client’s unique goals, priorities, and concerns.
Originally from Montreal, Ron graduated from Queen’s University with a Bachelor of Arts (Honours) degree in political science. With a keen interest in business-building, he went on to earn an MBA from the F.W. Olin Graduate School of Business at Babson College in Massachusetts, graduating cum laude. Babson College is known for its real-world experiential and collaborative learning environment, which cultivates an entrepreneurial mindset in its students, so they can become leaders equipped to make a difference. Ron has become such a leader – one committed to building trusted client partnerships and delivering value and growth to support their financial future.
Married with two children, Ron is an avid road biker and downhill skier. He is very active in the community and supports The Hospital for Sick Children (Sick Kids), Queen’s University, and The Bishop Strachan School.
Associate Portfolio Manager & Associate Advisor
From an early age, Jerry showed interest in the stock markets and investing, and his passion for math and numbers drew him to the world of finance.
Jerry joined Kogan Wealth Management at the beginning of 2021 and brought with him over 10 years of financial service industry experience. Before RBC Dominion Securities, he worked at another major bank as an Associate Investment Advisor and Portfolio Manager, where he managed the complex financial needs of high-net-worth clients and provided them with advice and financial planning. Jerry assists our clients with day-to-day requests, portfolio reviews and asset allocation.
Jerry places a strong emphasis on education and continuous improvement. He graduated from York University with a Bachelor of Commerce with Honours in Finance and holds Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. He completed many industry courses and is options and life, accident and disability insurance licensed.
Jerry lives in Mississauga with his wife and two daughters, and in his spare time, enjoys travelling and spending time outdoors with family and friends. He likes to stay active and is an avid soccer and Formula 1 fan.
Associate Advisor
A passion for the markets, math and science drew Jeramy Wilkes to the world of wealth management. He graduated from the University of Guelph with a degree in Economics, and began his career with RBC Dominion Securities in 2001.
After moving to Toronto, Jeramy joined Kogan Wealth Management in 2004. An options-licensed trader and analytical thinker, he is an integral contributor to our discretionary managed “Private Investment Management” (PIM) portfolios. This involves implementing Ron’s investment strategies by executing sophisticated trades, monitoring asset allocations, and rebalancing your accounts.
Many of our clients contact Jeramy for investment-related questions. They know he is tuned into all our investment activity and available to provide prompt support. Jeramy also has a knack for finding solutions to difficult and complex problems, and enjoys a good challenge.
With his trading skills and friendly demeanor, Jeramy has built close relationships with clients over the years. Outside of the office, he enjoys spending time with his dog and exploring the city. Jeramy is a fan of the Premier League, a Toronto Football Club (TFC) season ticket-holder, and an enthusiastic soccer player himself.
Proficiency with numbers and a passion for connecting with clients brought Joanne Kutchera to the financial services industry in 1993.
Her years of solid investment experience have made Joanne a process master – adept at advising our team on administrative processes to keep us efficient and effective over time. Financial modelling and calculations are other fortes, along with talking to clients, which she describes as the best part of her job.
A graduate of the University of Toronto with a Bachelor of Arts degree in political science, Joanne has also completed the Wealth Management Essentials Course, the Conduct and Practices Course, and the Canadian Securities Course.
Day-to-day, Joanne takes care of trading and back-up trading for our Private Investment Management (PIM) accounts, discussing recommended investments with you, sourcing in-depth research and advising businesses on new issues and re-organizations.
Joanne grew up in Etobicoke and loves living by the lake in Port Credit. A sport and fitness enthusiast, she enjoys staying active through exercise, cycling, and going for long walks.
Catherine Minard first entered the wealth management world in 1993. Immediately, she loved the industry’s fast-paced nature. Catherine also quickly discovered how relationship-focused the wealth business is, which is what really solidified her decision to build a career in it.
Having worked as Ron’s dedicated assistant for almost 20 years, Catherine is a seasoned industry veteran and integral member of our team. She seamlessly manages a wide range of administrative requirements that help our team run smoothly – from preparing and sending our quarterly reports, to monitoring your account activity, to her favourite part of her job: working with you to answer your questions and address your needs. With her deep knowledge in financial services, we also rely on Catherine for more complex administration, such as coordinating service related to insurance, Individual Pension Plans (IPPs), trusts, and other wealth needs.
Catherine grew up in Brampton and graduated from Wilfrid Laurier University with a Bachelor of Arts (history) and a business diploma. She has also completed the Canadian Securities Course.
Recently, Catherine relocated outside of Toronto to be closer to her cottage, where she enjoys spending time with her son, Jackson, their family dog, and extended family and friends. Catherine’s free time is also spent running and staying active.
Associate
With her passion for helping people work toward their financial goals, Natalie began her career in financial services in 2019. She joined Kogan Wealth Management in 2023, bringing valuable experience from both retail banking and wealth management. In her current role, Natalie strives to provide excellent client service and administrative support to the team. Always looking to expand her learning, Natalie has a Bachelor of Arts degree from Ryerson University (now Toronto Metropolitan University), and successfully completed her Canadian Securities Course and Conduct and Practices Handbook Course. Outside of work, she enjoys traveling, photography and staying active skiing and running.
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.
