• 26 Wellington St E, Toronto, ON M5E 1S2, Canada
Investor Advisor - Portfolio Manager
Investment Advisor
866.269.7773 Toll Free
416-864-2636
jhogan@iagto.ca

Mr. Joe Hogan

Executive Vice President - Private Client Group
FMA, CIM, FCSI, BA

about

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 20 years in the investment industry, including these firms:

  • MGI Securities - Private Client Group
  • CIBC Wood Gundy - Private Client Group
  • Merrill Lynch Canada - Private Client Group
  • Midland Walwyn Capital Inc.

Qualifications:

  • 2011 Chartered Investment Manager (CIM)
  • 2001 Fellow of the Canadian Securities Institute
  • 2001 Financial Management Advisor Designation (FMA)
  • Options Licensed, Securities Licensed
  • Graduate of the University of Western Ontario
Joe Hogan is registered with the Investment Industry Regulatory Organization of Canada (IIROC) in Alberta, British Columbia, Ontario, Quebec & Saskatchewan; investment advice is intended only for residents of those provinces.
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Investor Advisor - Portfolio Manager
Investment Advisor
866.269.7773 Toll Free
416-864-2636
jhogan@iagto.ca

Mr. Brian McBain

Associate Investment Advisor

about

“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 17 years’ experience in providing clients with financial solutions, including client facing roles at these organizations:
- Resolute Growth Fund
- HSBC
- RBC

Qualifications:

  • 1992 University of Western Ontario, Bachelor of Arts, Finance and Economics
  • Chartered Financial Analyst (CFA) designation
  • Branch Managers Course (CSI)
  • Options Supervisory Course (CSI)
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