Wade D. Kozak, B.Sc., FCSI, CIM, FMA
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.