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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Kozak Financial Group

  • Home
  • Our story
    • Meet our experts
    • Our philosophy
  • Financial Landscape
    • Key Areas of Expertise
    • Family Wealth
    • The Working Years
    • Business Owners, Self employed professionals
    • Retirees
    • Wood Gundy insights
  • Brenda's Corner
  • Blog
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  • Contact us

Meet our experts

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0568
Email Email us
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Telephone Number Tel

Meet our experts

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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Wade Kozak

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

Senior Portfolio Manager

Senior Wealth Advisor

Tel:

(403) 260-0568

Email:

wade.kozak@cibc.com

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Wade joined the financial services industry 32 years ago in 1993 and has served his calling with distinction, becoming a fellow of the Canadian Securities Institute (FCSI) in 2005.  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 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.

 

Brenda Akins

Brenda Akins, BA, CIM®

Portfolio Manager

Wealth Advisor

Tel:

(403) 260-0556

Email:

Brenda.Akins@cibc.com

Linkedin

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 Porochnuk

Chris Porochnuk, B.Comm., CIM®

Associate Investment Advisor

Associate Portfolio Manager

Tel:

(403) 260-0489

Email:

chris.porochnuk@cibc.com

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.

 

Harrison Kozak

Harrison Kozak, B.B.A., CIM®

Wealth Advisor

Associate Portfolio Manager

Tel:

(403) 260-0566

Email:

harrison.kozak@cibc.com

Linkedin

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..

Ted Kozak

Ted Kozak, B.Mgt

Wealth Advisor

Tel:

(403) 266-0158

Email:

Ted.Kozak@cibc.com

Linkedin

Ted graduated from the University of British Columbia Okanagan with a Bachelor Degree in Management.  Ted spends his days meeting with clients, working on portfolio investment and collaborating with our planning team. Ted heads the teams tax reporting and works with the accounting partners.  When not at work you can find Ted on the ski hill in the wintertime, and somewhere near a lake during the summer.

Naomi English

Naomi English, BA, FCSI, CIM

Associate Wealth Advisor

Tel:

(403) 260-0570

Email:

naomi.english@cibc.com

Linkedin

Naomi holds a BA in Economics with a minor in Management from the University of Calgary, with 24 years of industry experience,. 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.

Ida Durante

Ida Durante

Financial Associate

Tel:

(403) 260-0457

Email:

Ida.Durante@cibc.com

Linkedin

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 a vital team member with her wealth of experience and talents. Ida is proud to share this life adventure with her husband and two daughters.

Dhruti Desai

Dhruti Desai, B.Sc.

Client Associate

Tel:

(403) 260-0569

Email:

dhruti.desai@cibc.com

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.

Cheryl Randall

Cheryl Randall

Administrative Assistant

Tel:

(403) 266-0188

Email:

cheryl.randall@cibc.com

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. Cheryl works Monday through Thursday for the Kozak Financial Group. On her days off she keeps very busy with her two young daughters. 

Tracey Groves

Tracey Groves

Client Associate

Tel:

(403) 260-0423

Email:

tracey.groves@cibc.com

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. 

 

 

Giancarlo Spoletini

Giancarlo Spoletini, BA

Client Associate

Email:

giancarlo.spoletini@cibc.com

Linkedin

Giancarlo was born and raised in Calgary. He graduated from the University of Calgary with a Bachelor of Arts degree in 2020. While at university he was a student athlete on the Dinos football team. Giancarlo is also fully licensed in insurance and looks forward to expanding his knowledge within the financial services industry. Sports have always been a big part of his life. In his spare time, he enjoys spending time with family and friends and is an avid sports fan

Eymard Amoroso

Eymard Amoroso, BA

Client Associate

Tel:

(403) 260-0453

Email:

Eymard.Amoroso@cibc.com

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.

Natalie Peluso

Natalie Peluso, B.B.A.

Client Associate

Email:

Natalie.Peluso@cibc.com

Linkedin

Natalie joins us after completing the new graduate one year CIBC Private Wealth training program. Natalie will be working alongside our team to expand her knowledge and provide excellent client service.  Natalie comes to us from Eastern Canada so we look forward to introducing her to Calgary.  

Giancarlo Spoletini

Giancarlo Spoletini, BA

Client Associate
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giancarlo.spoletini​@cibc.com
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Linkedin
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Giancarlo was born and raised in Calgary. He graduated from the University of Calgary with a Bachelor of Arts degree in 2020. While at university he was a student athlete on the Dinos football team. Giancarlo is also fully licensed in insurance and looks forward to expanding his knowledge within the financial services industry. Sports have always been a big part of his life. In his spare time, he enjoys spending time with family and friends and is an avid sports fan

Eymard Amoroso

Eymard Amoroso, BA

Client Associate
(403) 260-0453
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Eymard.Amoroso​@cibc.com
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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.

Natalie Peluso

Natalie Peluso, B.B.A.

Client Associate
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Natalie.Peluso​@cibc.com
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Linkedin
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Natalie joins us after completing the new graduate one year CIBC Private Wealth training program. Natalie will be working alongside our team to expand her knowledge and provide excellent client service.  Natalie comes to us from Eastern Canada so we look forward to introducing her to Calgary.  

Wade Kozak

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

Senior Portfolio Manager
Senior Wealth Advisor
(403) 260-0568
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wade.kozak​@cibc.com
Opens in your email provided application.
Facebook Linkedin
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Wade joined the financial services industry 32 years ago in 1993 and has served his calling with distinction, becoming a fellow of the Canadian Securities Institute (FCSI) in 2005.  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 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.

 

Brenda Akins

Brenda Akins, BA, CIM®

Portfolio Manager
Wealth Advisor
(403) 260-0556
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Brenda.Akins​@cibc.com
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Linkedin
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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 Porochnuk

Chris Porochnuk, B.Comm., CIM®

Associate Investment Advisor
Associate Portfolio Manager
(403) 260-0489
Opens in your telephone provided application.
chris.porochnuk​@cibc.com
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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.

 

Harrison Kozak

Harrison Kozak, B.B.A., CIM®

Wealth Advisor
Associate Portfolio Manager
(403) 260-0566
Opens in your telephone provided application.
harrison.kozak​@cibc.com
Opens in your email provided application.
Linkedin
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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..

Ted Kozak

Ted Kozak, B.Mgt

Wealth Advisor
(403) 266-0158
Opens in your telephone provided application.
Ted.Kozak​@cibc.com
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Linkedin
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Ted graduated from the University of British Columbia Okanagan with a Bachelor Degree in Management.  Ted spends his days meeting with clients, working on portfolio investment and collaborating with our planning team. Ted heads the teams tax reporting and works with the accounting partners.  When not at work you can find Ted on the ski hill in the wintertime, and somewhere near a lake during the summer.

Naomi English

Naomi English, BA, FCSI, CIM

Associate Wealth Advisor
(403) 260-0570
Opens in your telephone provided application.
naomi.english​@cibc.com
Opens in your email provided application.
Linkedin
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Naomi holds a BA in Economics with a minor in Management from the University of Calgary, with 24 years of industry experience,. 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.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.