Robert Kazan, CFP

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Robert Kazan, CFP

Investment Specialist

Robert is a bilingual investment professional dedicated to helping you achieve your personal and financial goals through a six-step comprehensive financial planning approach. This approach involves looking at your financial situation, your investment portfolio, your retirement goals, your tax situation, your estate needs and any risks you may be exposed to. Robert specializes in working with pre-retirees, retirees, and small business owners. Robert is a Certified Financial Planner® (CFP®) and has a Bachelor of Arts Honours degree in Economics.

Call your Alterna representative today at 1.855.731.3901 to take advantage of free advice, planning and access to a wide range of wealth management solutions.

Online brokerage services are offered by Qtrade Investor. Securities and securities related financial planning services are offered through Qtrade Advisor. Qtrade Investor and Qtrade Advisor are divisions of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Mutual funds and securities related financial planning services are also offered through Qtrade Asset Management Inc., Member MFDA.