Personal Profile
Kozak Financial Group
Wade D. Kozak, B. Sc., FCSI, CIM, 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 strategy to assist clients 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 moved to Alberta over 20 years ago, met his future wife and decided to stay. Four children later, he is firmly entrenched in Alberta society. Wade can be heard regularly on QR77's Talk to the Experts and mornings on CKUA Radio with his live market update. Wade can be reached at (403) 260-0568, 1 (800) 332-1407 or at wade.kozak@cibc.ca
