Kevin Kozak, Vice President

Kevin has a finance background with more than 16 years’ experience in the industry. Most recently Kevin spent eight years with MD Management Ltd. assisting physicians and their families in meeting their financial goals. He provides portfolio management services to high net worth individuals, corporations and foundations, helping them to achieve their investment objectives with minimal risk. Kevin also advises clients in the areas of tax, retirement and estate planning. He holds the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations and is also a fellow of the Canadian Securities Institute (FCSI). The FCSI designation is awarded to finance professionals who have met the most exacting standards and whose experience exemplifies excellence. It is recognized as the highest honour in the financial services industry.

Contact Kevin at 780-409-5669 or kkozak@cclgroup.com.