Investment Advisors

Robert Kazan, CFP®, RIS

Investment Advisor, Aviso Wealth

613.560.0147 ext. 6301



I started working at Aviso Wealth in 2015 as an Investment Specialist, where I focused primarily on investment‐oriented financial advice and the development of personalized financial plans for our members.

In 2019, I transitioned to my current role as Investment Advisor. I enjoy working with numbers and working with people, so being an Investment Advisor is an ideal position for me. It allows me to dive deep into the numbers as I build customized financial plans, lets me connect with members and help them achieve their financial goals. I value the relationships I’ve fostered with members over the years and working with them every day keeps me motivated to stay at the top of my game.

I specialize in working with mass affluent and high‐net‐worth families, as well as current and former public servants with defined benefit pension plans. I strongly believe in responsible investing and using exchange‐traded funds to give members low‐cost access to the investments they require. I’m bilingual (English and French) and I am especially proud to have been nominated for Wealth Professional’s 2021 Rising Star Advisor of the Year, in recognition of my advisory capabilities.


I attended Carleton University and graduated with a Bachelor of Arts degree (Honours) in Economics. I’ve also earned the Certified Financial Planner® designation.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

IIROC Advisor Report

Your financial well-being comes first

Welcome to a better way to bank. Our knowledgeable team puts your financial well-being first with good, caring and transparent advice while offering all the products and services you need.
Stay in touch. Be the first to know about news, promotions and announcements. Signup Now!