Kozak Financial Group
Team Members
 | Wade Kozak, B.Sc.(Math), FCSI, CIM, FMA Wade's particular brand of sage wisdom has been calming clients for over 25 years. 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 2005. Originally from Winnipeg, Wade moved to Alberta to complete his education, met his wife and never left. His leisure time is spent with his wife and four children, spending much of his time at baseball diamonds and pools watching underwater hockey. Wade can be heard on QR77's Saturday Mornings on the Alberta Morning News and regularly on Talk to the Experts. |
 | Stephen Hunter, CIM® Stephen was born in North York, but has spent the majority of his life in Calgary. Following in his father's footsteps, he entered the financial industry and has now been entrenched for over a decade providing our clients with focused, income-orientated solutions to portfolio and wealth management. Steve spends his free time with his two lovely daughters, he enjoys gourmet cooking, camping, walks with his dog and working in his garden. Stephen is regularly heard with Wade on QR77's Talk to the Experts and QR77's Saturday Mornings on the Alberta Morning News, and live weekday mornings at 7:40 a.m. on CKUA. |
 | Brenda Akins, BA, CIM® Brenda graduated from the University of Calgary in 1994. She has been part of the CIBC Wood Gundy family since 1997. As an Investment Advisor, Brenda provides excellent advice grounded in her extensive experience and ability to empathize. Brenda loves meeting new people, hearing their stories, and helping them achieve their financial goals. |
 | Chris Porochnuk, B.Comm, CIM® Chris is a graduate of the University of Calgary with a Bachelor's Degree in Commerce, majoring in Finance. He joined the Kozak Financial Group 12 years ago and is a key member of the team. Chris has a strong knowledge of analysis techniques and the fundamentals of the equity markets. He is fully licensed to provide trading and advice to clients. In addition to advising clients, Chris provides other essential support functions for the group. He can also be heard occasionally on CKUA Radio providing market updates. |
 | Naomi English, BA, CIM Naomi holds a BA in Economics with a minor in Management from the University of Calgary, and is a fully qualified and registered representative with 19 years of industry experience. Naomi is responsible for coordinating the business administration as it relates to client accounts. She keeps the team organized and is involved in providing focus for new office procedures, planning and special events. Her spare time is kept eventful with her 3 children. |
 | Cheryl Randall Cheryl moved to Calgary from a small French community in Northern Alberta, where she and her mother owned a small hotel. She decided that she wanted to move to Calgary and pursue a different career in the financial industry. She joined Kozak Financial Group in October 2012, and has been brightening all our client's days with her easy smile and positive outlook. Cheryl focuses on building a strong foundation of trust in order to provide a personalized, deep level of service. She is just recently back from maternity leave and enjoying being back to work. |
 | Dhruti Desai, B.Sc. Dhruti graduated in 2001 with a Science Degree in Microbiology. She has eight years of experience in the financial industry, including four years at Wood Gundy before taking a break to start her family. With her two children a little older she has decided to return to CIBC Wood Gundy and join the Kozak Financial Group. Dhruti is responsible for looking after the administrative needs of our clients in an efficient and friendly manner. In her spare time Dhruti enjoys the creative artistic pursuits of painting and crafts. |
 | Tracey Birch Tracey moved to CIBC Wood Gundy in May 2017 where she's been working in various roles before joining the Kozak Financial Group. She started her career in retail banking with CIBC and has 10 years of experience; having started as a Bank Teller in 2007 and working her way up to Manager of Client Experience. Tracey rounds out our administrative team with a her proficient approach and friendly style. In her spare time Tracey enjoys reading and going to see live music and theatre. She is also busy playing on a recreational slo-pitch team in the Spring/Summer months and on a curling team in the Fall/Winter. |
 | Harrison Kozak, BBA Harrison joins the Kozak Financial Group straight out of university. He graduated with a Bachelor of Business Administration with a financial services specialty. Harrison recently competed in the Canadian CFA Ethics Challenge and is a proud member of the Prairie Region Championship Team. In his spare time, Harrison enjoys swimming and classic movies. Harry is an invaluable member of the Kozak Financial Group, his current focus is client service and he is fast becoming a jack-of-all trades as he learns all the facets of our business and works hard to make improvements on the team. |
