Kevin Kozak Email & Phone Number
Wealth Advisor, Associate Advising Representative @ Connor, Clark & Lunn Financial Group (CC&L)
Kevin Kozak's Location
Edmonton, AB, CA
Kevin Kozak's Work
- Wealth Advisor, Associate Advising Representative @ Connor, Clark & Lunn Financial Group (CC&L)
- Executive Vice President @ Connor, Clark & Lunn Financial Group (CC&L)
- Senior Financial Consultant and Branch Manager @ MD Management Limited
Kevin Kozak's Education
- University of Alberta
(Finance, General)
Kevin Kozak's Skills
- Wealth Management
- Investment Strategies
- Investment Management
- Investments
- Alternative Investments
- Portfolio Management
- Investment Advisory
- Asset Allocation
- Fixed Income
- Financial Planning
Kevin Kozak's Summary
Kevin Kozak, based in Edmonton, AB, CA, is currently a Wealth Advisor, Associate Advising Representative at Connor, Clark & Lunn Financial Group (CC&L), bringing experience from previous roles at Connor, Clark & Lunn Financial Group (CC&L) and MD Management Limited. Kevin Kozak holds a University of Alberta. With a robust skill set that includes Wealth Management, Investment Strategies, Investment Management, Investments, Alternative Investments and more, Kevin Kozak contributes valuable insights to the industry. Kevin Kozak has 1 email on RocketReach.
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