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 is a proud graduate of the University of British Colombia Okanagan and has been co-head of Kozak Financial Group since 2026. Through proactive preparation, consistent communication, and a deep understanding of a client’s unique circumstances he ensures client portfolios are well adjusted through any ups and downs the markets can bring. Ted heads the team's tax reporting and works with accounting partners to ensure tax efficiency is always top of mind. He can be heard regularly on “Talk To the Experts” on 770 CHQR and “The Kozak Financial Hour” on 660 News Radio imparting investment knowledge and insights for every investor.

With a pragmatic personality, Ted is dedicated to providing financial advice in all market cycles, building strategies to build and retain wealth, and assisting clients through any life event. When not in the office, you will be able to find him on the ski hill, spoiling his nieces and nephews, or thoroughly enjoying DIY projects around his home.

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.

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.

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.

Cheryl moved to Calgary from a small French community in Northern Alberta, where she and her mother owned a small hotel. Seeking new opportunities, she decided to pursue a career in the financial industry and joined Kozak Financial Group in October 2012. Since then, Cheryl has been brightening clients’ days with her easy smile and positive outlook. She is dedicated to building a strong foundation of trust, providing each client with a personalized and attentive level of service. Cheryl works Monday through Thursday for Kozak Financial Group. On her days off, she stays busy with her two young daughters and enjoys spending her free time painting.

Wade Kozak was a founding member of the Kozak Financial Group in 1994. Recently he has taken a step back from day to day office life in favour of spending more time with his wife, children, and grandchildren in semi-retirement. While Wade still has a hand in the portfolio management decisions, he is enjoying the retirement lifestyle he has helped countless clients achieve over the years. Wade’s wisdom and years of experience continue to contribute to our clients’ financial success through his assembly of an exceptional team of financial professionals. For the most part, you can now find Wade entertaining grandchildren, traveling the world, and working in his wood shop