About JJ

JJ Kozak, MBA, CMA, CPA, FEA

Senior Private Banker

JJ is a Senior Private Banker who is committed to providing his clients with the best service in the industry. JJ draws on over 15 years 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 sons and a wife who share many interests. They enjoy skiing, camping, and golf as a family. JJ is an avid fisherman who 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 drove high value and complex deals forward to final approval and funding. This background provides uniquely deep insight on financial structures and a creative thought process for achieving ideal outcomes.

 

He also believes that clients want real-time, expert advice which will help 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.