Robert Kazan, CFP






Headshot image

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®).

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.

 

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