Skip to main content

supplied

Wade D. Kozak, Senior Portfolio Manager & Investment Advisor

CIBC Wood Gundy

500 Centre Street SE, 27th Floor, Calgary, Alberta, T2G 1A6

Team Assets (Custodied)

$1-billion

Typical Size of Household Accounts

$1-million -
$50-million

Minimum Account Size for New Business

$1-million

Typical Net-Worth of Relationships

$1-million -
$50-million

Wade Kozak heads the Kozak Financial Group at CIBC Wood Gundy. His 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.

His group manages over $1.1 billion of assets for their clients, helping them achieve their retirement goals. Wade and his team of investment professionals can be heard on QR77 radio on Saturday mornings on the “Alberta Morning News”, and regularly on the Global News show “Talk to the Experts”.

Wade is originally from Winnipeg. He moved to Alberta to complete his education, met his wife and never left. He enjoys leisure time with his wife and four children, spending much of his time at baseball diamonds and at pools watching underwater hockey.


Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.