Skip to main content
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.

Connect on LinkedIn   Download v-card

Thank you for your message. Someone from our team will be in touch. Loading animation
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.


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