At the Kozak Financial Group, we have a long-standing reputation of delivering smart and practical wealth management strategies. Such strategies include improving net worth, protecting and maximizing the value of your estate, minimizing unnecessary taxes, and reducing the costs and risks associated with investing. Our income-orientated investment approach cuts through the ever-changing noise and clutter so prevalent in our industry, to provide clients with investment portfolio and estate planning advice that stands the test of time through all economic climates and business cycles.

Personal Profile

Kozak Financial Group
Wade D. Kozak, B. Sc., FCSI, CMA, FMA,
First Vice President and Investment Advisor

Wade and his team of investment professionals provide valuable insight, personalized attention, and expert advice on a client-by-client basis.

The team employs an income-oriented wealth management strategy to assist client with their investment portfolio management goals. Wade joined the financial services industry in 1993 and has served his calling with distinction, becoming a Fellow of the Canadian Securities Institute (FCSI) in 2004. Wade can be heard regularly on QR77's Talk to the Experts and mornings on CKUA Radio with his live market update.