JJ Kozak, MBA, CMA, CPA, FEA
Vice President & Senior Private Banker
JJ is an experienced banker who is committed to providing his clients with the best service and advice in the industry. JJ draws on more than a decade of progressive experience in commercial and private banking which allows him to understand the deeply intertwined nature of his clients’ personal and business dealings.
JJ has two young sons and a wife who share many common interests. They enjoy skiing, camping, and golf as a family. JJ enjoys personal fitness and is also part of a competitive BBQ team.
Prior to his current role, JJ was in charge of deal structuring for BMO Private Banking for Western Canada. In this role, JJ was accountable to drive high value and complex deals forward to final approval and funding. This background provides a uniquely deep insight on financial structures and a creative thought process for achieving ideal client outcomes.
He also believes that clients want real-time, proactive expert advice which will help them understand their options as well as how to address upcoming challenges and opportunities. His deep network allows him to facilitate the right connections at the right time which gives his clients unmatched access to BMO’s resources.
He is a Certified Public Accountant (CMA) since 2005. He also holds a Masters of Business Administration from the Richard Ivey School of Business and an undergraduate degree in finance and accounting.