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Kozak Financial Group

  • Home
  • Our story
    • Meet our experts
    • Our philosophy
  • Financial Landscape
    • Key Areas of Expertise
    • Family Wealth
    • The Working Years
    • Business Owners, Self employed professionals
    • Retirees
    • Wood Gundy insights
  • Blog
  • Radio Shows
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Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0568
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When the ride stops

Kozak Financial Group

November 21, 2025

It is a common misconception that investing for income means not participating in the upswings of the market, this could not be further from the truth. The very fact that a consistent income stream is...

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Time

Kozak Financial Group

September 24, 2025

When it comes to investing and finances, many people start to feel overwhelmed with the management of their money. Even if they already have an investment advisor they might feel they need to track th...

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Beyond Table Stakes

Kozak Financial Group

August 21, 2025

Our clients are planning long term for retirement, charitable giving, leaving an estate to their heirs, funding education, and more. We take it very seriously we are their partners in seeing these pla...

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Putting The Shoe On The Other Foot

Kozak Financial Group

July 18, 2025

While realtors and financial advisors have vastly different jobs, there are a couple of ways in which we help our clients deal with similar concerns. In dealing with investments and real estate: knowl...

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Is investing in Real Estate easy?

Kozak Financial Group

May 14, 2025

Unlike the stock market, there are not entire TV channels or websites dedicated to tracking the value of individual homes in your neighborhood, but do not be fooled, the price of the property you own ...

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Chart of Market Volatility

In Times of Turmoil

Kozak Financial Group

April 04, 2025

In times of turmoil , it is easy to panic and respond by fleeing to safety. We are quite literally programed to do so in our flight or fight response.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.