Wealth

Investment Advisors

Robert Kazan

Robert Kazan, CFP®, RIS

Investment Advisor, Credential Securities

Robert.Kazan@alternawm.ca
613.560.0147 ext. 6301

 

BACKGROUND

I started working at Credential Securities 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.


EDUCATION

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 and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc.

IIROC Advisor Report

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