Kevin Allen Kozak
Portfolio Manager-Equities at Connor, Clark & Lunn Private Capital Ltd.
Profile
Mr. Kevin A.
Kozak is a Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd.
He has a finance background with over two decades of experience in the industry.
Most recently he spent eight years with MD Management Ltd.
assisting physicians and their families in meeting their financial goals.
Mr. Kozak holds the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations and is also a Fellow of the Canadian Securities Institute (FCSI).
Kevin Allen Kozak active positions
| Companies | Position | Start |
|---|---|---|
Connor, Clark & Lunn Private Capital Ltd.
 Connor, Clark & Lunn Private Capital Ltd. Investment ManagersFinance Founded in 1997, Connor, Clark & Lunn Private Capital Ltd., a subsidiary of Connor, Clark & Lunn Financial Group, is an investment advisor headquartered in Vancouver, British Columbia. The firm manages assets for individuals, foundations and first nations | Portfolio Manager-Equities | - |
Former positions of Kevin Allen Kozak
| Companies | Position | End |
|---|---|---|
MD Management Ltd.
 MD Management Ltd. Investment ManagersFinance MD Management Ltd. provides financial planning services. It offers investment, incorporation, estate and trust, insurance, and banking services. The company was founded in 1969 and is headquartered in Ottawa, Canada. | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Connor, Clark & Lunn Private Capital Ltd.
Connor, Clark & Lunn Private Capital Ltd. Investment ManagersFinance Founded in 1997, Connor, Clark & Lunn Private Capital Ltd., a subsidiary of Connor, Clark & Lunn Financial Group, is an investment advisor headquartered in Vancouver, British Columbia. The firm manages assets for individuals, foundations and first nations | Finance |
MD Management Ltd.
MD Management Ltd. Investment ManagersFinance MD Management Ltd. provides financial planning services. It offers investment, incorporation, estate and trust, insurance, and banking services. The company was founded in 1969 and is headquartered in Ottawa, Canada. | Finance |
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