Kevin Allen Kozak
Portefeuillebeheerder-Aandelen bij Connor, Clark & Lunn Private Capital Ltd.
Profiel
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).
Actieve functies van Kevin Allen Kozak
| Bedrijven | Functie | Begin |
|---|---|---|
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 | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Kevin Allen Kozak
| Bedrijven | Functie | Einde |
|---|---|---|
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 | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
