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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.