Wade joined the financial services industry 32 years ago in 1993 and has served his calling with distinction, becoming a fellow of the Canadian Securities Institute (FCSI) in 2005.  Wade can be heard regularly on Talk to the Experts 770 CHQR on Saturday Mornings. Wade has dedicated his career to taking the mystery out of building a solid financial future for his clients. Although our clients rely on him for 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. He leads the Kozak Financial Group with this same dedication and has built a strong, compassionate, uniquely skilled team that shares his commitment to their clients.

Chris is a graduate of the University of Calgary with a Bachelor's Degree in Commerce, and has been part of the Kozak Financial Group since 2007. Through a combination of education and experience, Chris is a key member of the team providing advice and service to clients. In addition to advising clients, Chris has a  pivotal role in the daily management and structure of our clients' portfolios. Born and raised in Calgary, Chris now raises a family of his own with two daughters.

Harrison joined Kozak Financial Group in 2018 and became co-head of the group in 2026. As portfolio manager, he is dedicated to ensuring that client portfolios are well-balanced, income-focused, and resilient in all market conditions. Harrison is a familiar voice to many, regularly co-hosting Talk to the Experts on 770 CHQR and The Kozak Financial Hour on 660 News Radio.

Clients value Harrison’s clear communication, personalized approach, and deep expertise in finance. He offers sound advice on both the financial and psychological impacts of major life events; from retirement and business transitions to navigating loss or illness. No matter the circumstance, Harrison is committed to guiding clients with thoughtful, reliable support.

Outside the office, Harrison enjoys spending time with his wife Emma and their growing family, reading, and tending to his home and garden.

Ted graduated from the University of British Columbia Okanagan with a Bachelor Degree in Management.  Ted spends his days meeting with clients, working on portfolio investment and collaborating with our planning team. Ted heads the teams tax reporting and works with the accounting partners.  When not at work you can find Ted on the ski hill in the wintertime, and somewhere near a lake during the summer.

Naomi holds a BA in Economics with a minor in Management from the University of Calgary, with 25+ years of industry experience,. Naomi works with clients to achieve their families' financial goals. Naomi is responsible for coordinating and evolving the business administration for the team, she is involved in team planning, training, marketing and special events. Naomi is well versed in handling Estates and Power of Attorney situations for our clients. Her spare time is kept eventful with her family and her dog.

Dhruti graduated in 2001 with a Science Degree in Microbiology. She has ten 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 returned to CIBC Wood Gundy  in 2017 and joined 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.

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. Cheryl works Monday through Thursday for the Kozak Financial Group. On her days off she keeps very busy with her two young daughters. 

Tracey has been with CIBC Wood Gundy for eight years and joined the Kozak Financial Group shortly after her arrival. She started her career in retail banking with CIBC and has 15+ years of experience; having started as a Bank Teller in 2007 before working her way up to Manager of Client Experience. Tracey rounds out our administrative team with her proficient approach and friendly style. In her spare time her two kids keep her busy, but when she gets a moment Tracey enjoys going to see live music and theatre. She can also be found playing on a recreational slo-pitch team in the spring/summer months and curling in a women’s league during the winter. 

Eymard graduated with a Bachelor of Arts from the University of Calgary in 2019 and has been gaining industry knowledge and experience ever since. He joined the Kozak Financial Group in 2021. Eymard is a key member of our client service team and is very dedicated to his position and learning new skills.  In his spare time, Eymard enjoys physical activities, socializing and travelling.