Alan Kotai
DiplT (Fin Mgt) CFP CLU CFA
Financial Advisor and Portfolio Manager
Alan Kotai
Phone: 604.737.6713
Degrees and Designations
- Diploma of Technology (Fin Mgt) - BCIT
- CFP (Certified Financial Planner)
- CIM (Canadian Investment Manager)
- CFA (Chartered Financial Analyst)
Industry Associations
Alan is a member in good standing of the following professional organizations, and subscribes to their respective codes of ethics and standards of conduct:
- Financial Planning Standards Council (FPSC)
- Advocis – The Financial Advisors Association of Canada
- CFA Institute
Background Notes
Alan started his financial advisory career in 1993 with Rogers Group Financial. He was born and raised in British Columbia, and lives in Vancouver with his wife Catharine and three children.