Kevin Allen Kozak
Gestore di Portafoglio-Azioni presso Connor, Clark & Lunn Private Capital Ltd.
Profilo
Mr. Kevin A.
Kozak is a Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd.
He has a finance background with over two decades of experience in the industry.
Most recently he spent eight years with MD Management Ltd.
assisting physicians and their families in meeting their financial goals.
Mr. Kozak holds the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations and is also a Fellow of the Canadian Securities Institute (FCSI).
Posizioni attive di Kevin Allen Kozak
| Società | Posizione | Inizio |
|---|---|---|
Connor, Clark & Lunn Private Capital Ltd.
 Connor, Clark & Lunn Private Capital Ltd. Investment ManagersFinance Founded in 1997, Connor, Clark & Lunn Private Capital Ltd., a subsidiary of Connor, Clark & Lunn Financial Group, is an investment advisor headquartered in Vancouver, British Columbia. The firm manages assets for individuals, foundations and first nations | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di Kevin Allen Kozak
| Società | Posizione | Fine |
|---|---|---|
MD Management Ltd.
 MD Management Ltd. Investment ManagersFinance MD Management Ltd. provides financial planning services. It offers investment, incorporation, estate and trust, insurance, and banking services. The company was founded in 1969 and is headquartered in Ottawa, Canada. | Corporate Officer/Principal | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Connor, Clark & Lunn Private Capital Ltd.
Connor, Clark & Lunn Private Capital Ltd. Investment ManagersFinance Founded in 1997, Connor, Clark & Lunn Private Capital Ltd., a subsidiary of Connor, Clark & Lunn Financial Group, is an investment advisor headquartered in Vancouver, British Columbia. The firm manages assets for individuals, foundations and first nations | Finance |
MD Management Ltd.
MD Management Ltd. Investment ManagersFinance MD Management Ltd. provides financial planning services. It offers investment, incorporation, estate and trust, insurance, and banking services. The company was founded in 1969 and is headquartered in Ottawa, Canada. | Finance |
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