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Kozak Financial Group

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Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0568
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Canada's Top Wealth Advisors 2021

The Globe and Mail’s Report on Business along with Shook Research has made this selection after thorough investigation, it is reserved to identify the nation’s most exceptional Financial Advisors whose accomplishments have the professional merit required to be recognized. Wade and his team truly amplify all the characteristics of a top financial advisor especially in the care and consideration he gives each unique client situation. Although our clients rely on him for solid, reliable financial advice and portfolio performance they also trust his guidance with their personal concerns regarding retirement, selling a business, marriage, divorce, illness and estate planning. Wade strives to be a guidepost for his clients throughout their lives.

ROB Magazine October 2021 Canada's Top Wealth Advisors
 

 

How will you react in the next downturn?

 

A Message For Young Adults - Wade Kozak

 

 

 

 

 

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.