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Kevin Kozak


Executive Vice President
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.

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