A History and Legacy of Wealth Management and Financial Advice

The Kozak Financial Group is proud to support and advise hundreds of Canadian families across generations. Originated by Robert Hunter, our group was founded in a belief that with sound advice and prudent financial management, a successful retirement is achievable for everyone. Our group grew in 1994 with the addition of Wade Kozak, who helped to shape the investment philosophy of our team to be income focused and retirement oriented. Success in investing can be measured in pure performance figures, but it is more importantly measured in the richness added to the lives of those following an investment philosophy. The clients of the Kozak Financial Group enjoy an immense richness, not just in strong long-term performance, but also in the peace of mind provided by a sound financial plan and investment portfolio. Harrison Kozak and Ted Kozak took up the mantle of leading the Kozak Financial Group in 2026. With the support of their team, Harrison and Ted continue to build on the legacy of the Kozak Financial Group by focusing on our clients’ ambitions. It isn’t enough to offer an investment strategy; wealth is built on the understanding that there is more to life than dollars and cents. Overlapping goals and ambitions all need to be effectively planned for now and in the future. The Kozak Financial Group is here to act as our clients’ advisors, confidants, and professional liaisons to ensure their aspirations are achieved.