Bran Kalmar, CFA®

Wealth Advisor, Advising Representative

Bran Kalmar is a Wealth Advisor, Advising Representative with Connor, Clark & Lunn Private Capital. He brings close to two decades of expertise solving complex investment needs for institutional asset owners globally, with a background spanning partner-owned boutiques, privately held global firms and publicly listed institutions.

Based in Oakville, Bran applies that institutional perspective to the stewardship of capital for individuals and families, as well as foundations and other not-for-profit organizations. His work is driven by a clear purpose: helping others reduce the likelihood of costly wealth management mistakes by bringing greater clarity to the decisions governing capital.

His approach emphasizes thoughtful, long-term capital stewardship—beginning with what capital is intended to accomplish and ensuring investment decisions remain aligned with that purpose over time.

Bran holds the CFA® designation and a Bachelor of Administrative Studies with Specialized Honours in Finance (Investment Management) from York University.