KEVIN KOZAK

Wealth Advisor,
Associate Advising Representative
Edmonton, Alberta

Kevin has a finance background with almost two decades of experience in the industry. Most recently Kevin spent eight years with MD Management Ltd. assisting physicians and their families in meeting their financial goals.

Kevin 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.

Your Details

Get in touch

For security purposes, do not include any personal information such as account numbers, addresses, or social insurance numbers in your message.

First name

Last name

Email address

Phone number

Province

How did you hear about us?

Your message

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.