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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
Email Email us
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We’re honoured to be chosen as one of Canada’s Top Wealth Advisor for 2022 by The Globe and Mail and SHOOK Research ranking.

 

Direction, Perspective and Confidence

At the Kozak Financial Group, we have a long-standing reputation of delivering smart and practical wealth management strategies. Such strategies include improving net worth, protecting and maximizing the value of your estate, minimizing unnecessary taxes, and reducing the costs and risks associated with investing. Our income-oriented investment approach cuts through the ever-changing noise and clutter so prevalent in our industry, to provide clients with investment portfolio and estate planning advice that stands the test of time through all economic climates and business cycles.

Wade and his team of investment professionals provide valuable insight, personalized attention, and expert advice on a client-by-client basis.

The team employs an income-oriented wealth management strategy to assist client with their investment portfolio management goals. Wade joined the financial services industry in 1993 and has served his calling with distinction, becoming a Fellow of Canadian Securities Institute (FCSI) in 2004. Wade can be heard regularly on QR77's Talk to the Experts.

If you have been referred by a family member or friend or a professional partner please let us know when you contact us to set up your first meeting.

Even if you do not meet our minimum $1,500,000 in available household investments we still encourage you to reach out as we would be happy to answer your questions and introduce you to one of our trusted partners at CIBC.

 

Contact us

Address

500 Centre Street SE
27th Floor
Calgary, AB T2G 1A6
Telephone number: (403) 260-0568
Toll-free: 1 (800) 332-1407
Fax: (403) 260-8735
 

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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.