supplied
Senior Portfolio Manager, Senior Wealth Advisor, FCSI, CIM, FMA
Kozak Financial Group, CIBC Wood Gundy
500 Centre Street SE, 27th Floor, Calgary, Alberta, T2G 1A6
Team Assets (Custodied)
$1.1-billion
Typical Size of Household Accounts
$1-million -
$55-million
Minimum Account Size for New Business
$1-million
Typical Net-Worth of Relationships
$1-million -
$100-million
Wade D. Kozak leads the Kozak Financial Group, based in Calgary. Wade’s style focuses on building portfolios that can generate the income needed to cover the lifestyle expenses of retirement. Not only do his clients rely on him for wealth solutions and portfolio performance, they also trust his guidance with their personal concerns regarding retirement, selling a business, marriage, divorce, illness and estate planning.
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. Wade’s commitment to strong ethics, professionalism and credibility is the cornerstone of his wealth management practice.
He has dedicated his career to taking the mystery out of building a solid financial future for his clients. Wade strives to be a guidepost for his clients throughout their lives, and leads the Kozak Financial Group with this same dedication. He has built an astute, compassionate, uniquely skilled team that shares his commitment to their clients.
Wade can be heard monthly on the Talk to the Experts radio broadcast on 770 CHQR on Saturday mornings, providing financial insight and commentary.
He is an advocate for many charitable initiatives, including his long time support for CKUA (an arts and culture radio station), CIBC Miracle Day and the CIBC Run for the Cure. In his spare time, Wade can be found relaxing with a woodworking project or spending time with his family.
Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.