Wade joined the financial services industry 27 years ago in 1993 and has served his calling with distinction, becoming a fellow of the Canadian Securities Institute (FCSI) in 2005. Recently he was named one of the Globe and Mail's, Report on Business, Top Wealth Advisors of 2021*.  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 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. 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.

* The Globe and Mail has partnered with SHOOK Research to launch the Report on Business ranking of Canada’s Top Wealth Advisors, a new annual list which debuted in the November 2021 issue of Report on Business magazine and online.

Brenda graduated from the University of Calgary in 1994. She has been part of the CIBC Wood Gundy family since 1997. As an Investment Advisor, Brenda provides excellent advice grounded in her extensive experience and ability to empathize. Brenda loves meeting new people, hearing their stories, and helping them achieve their financial goals.

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 provides other essential support functions for the group, and can be heard daily on CKUA Radio providing opening market news. Born and raised in Calgary, Chris now raises a family of his own with two daughters.

Harrison joined the Kozak Financial Group after completing his degree at Mount Royal University. Harrison is an invaluable member of the Kozak Financial Group, his time in the office is spent meeting with clients and striving to make their financial goals a reality. When not in the office, Harrison and his wife, Emma, spend their time renovating their new home..

Naomi holds a BA in Economics with a minor in Management from the University of Calgary, and is a fully qualified and registered representative with 20 years of industry experience. Naomi is responsible for coordinating the business administration, she keeps the team organized and is involved in providing focus for new office procedures, planning and special events. Naomi is also well versed in handling Estates and Power of Attorney situations. Her spare time is kept eventful with her family and two dogs.

Ida Durante is a native Calgarian with strong ties to the community. Ida has over 20 years of experience in the investment industry. She began her career with Wood Gundy in 1993 and has worked at expanding her knowledge throughout the industry at many different levels including institutional trading and client service roles. Ida was excited to return to CIBC Wood Gundy in 2016 and join her colleagues and friends of many years. Ida is proud to share this life adventure with her husband and two daughters.

Dhruti graduated in 2001 with a Science Degree in Microbiology. She has eight 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 has decided to return to CIBC Wood Gundy and join 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 moved to CIBC Wood Gundy in May 2017 where she's been working in various roles before joining the Kozak Financial Group. She started her career in retail banking with CIBC and has 10 years of experience; having started as a Bank Teller in 2007 and working her way up to Manager of Client Experience. Tracey rounds out our administrative team with a her proficient approach and friendly style. In her spare time Tracey enjoys reading and going to see live music and theatre. She is also busy playing on a recreational slo-pitch team in the Spring/Summer months and on a curling team in the Fall/Winter.(Currently on Maternity Leave)

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. She is just recently back from maternity leave and enjoying being back to work.