Robert Kazan, CFP


Introduction

Robert serves Place de Ville, Centertown and South Keys communitiesWhether you’re looking for advice on how to retire comfortably or get assistance setting up your estate, Alterna’s Investment Advisor Robert can help get you there. Through a six-step financial planning process, Robert supports members in achieving their personal and financial goals. By taking all elements of a member’s financial situation into consideration, Robert develops highly customized plans that are tailored to the member’s needs and future aspirations. Robert specializes in working with pre-retirees, retirees and small business owners.


Robert’s financial advice: “Start sooner rather than later.”

Fun Facts

- The number one thing on Robert’s bucket list is to go to a Dallas Cowboys game.

- Robert’s dream vacation is to do a pizza restaurant tour in New York!

- What makes working at Alterna so great? The feeling of being able to help members and their families with their finances.

Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc.