Kozak Financial Group
Wade Kozak
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Meet The Team
Team Members
Wade Kozak, B.Sc., FCSI, CIM, FMA
First Vice-President, Investment Advisor, Portfolio Manager
wade.kozak@cibc.ca(403) 260-0568
Wade D. Kozak, B.Sc., FCSI, CIM, FMA, First Vice President & Investment Advisor, and his team of investment professionals provide valuable insight, personalized attention and expert advice on a client-by-client basis. Our 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's firmly entrenched in Alberta society. Wade can be heard regularly on QR77's Talk to the Experts and mornings on CKUA Radio.
Stephen Hunter
stephen.hunter@cibc.ca
Stephen Hunter, Investment Advisor Assistant, along with the rest of the Kozak Financial Group, strives to provide valuable insight and investment direction to our clients. Stephen greatly enjoys meeting with client and helping to develop income focused investment strategies that best fits their needs. Stephen can be heard regularly with Wade on QR77's Talk to the Experts as well as CKUA Radio, providing daily market updates. Stephen is passionate about many things including spending quality time with his family and tending to his garden.
Chris Porochnuk
chris.porochnuk@cibc.ca
Chris Porochnuk, B. Comm., Investment Advisor Assistant, is a graduate of the University of Calgary with a Bachelor Degree in Commerce, majoring in Finance. 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. Chris is married and has a young family of two boys and one girl.
Barb Wright
barb.wright@cibc.ca
Barb Wright, Investment Advisor Assistant, has been in the investment industry since 1995, providing support in both administration and marketing areas. She works closely with the group dealing with all aspects of maintenance and administration of accounts. She also holds the appropriate credentials enabling her to trade. Barb is very passionate about charitable initiatives, both within and outside of CIBC. She enjoys volunteering and is the CIBC National Social Committee's prairie province liaison.
