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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) 266-0158
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Market Volatility, what is an Investor to do?

Kozak Financial Group

February 04, 2025

Big, bold headlines are talking about some unexpected external event no one predicted (except the guest on the talking head programs who is now doing the rounds between the news channels, repeating th...

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Vocations: Guidance for Success

Kozak Financial Group

January 15, 2025

Taking a step back and analyzing one’s skillset and interests can help to indicate where one’s internal compass is pointing.

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Maximizing your family’s wealth using tax free investing room

Kozak Financial Group

December 12, 2024

There are multiple good reasons to give money to the next generations. Depending on what your priorities are, there are different options for maximizing the potential outcomes of your gifts

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Fulfilment over Value

Kozak Financial Group

November 19, 2024

It can be easy to compare between the life you are establishing today and the life your parents have been establishing for the past 35 years. This comparison is detrimental to your own progress becaus...

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Maintaining Wealth Over Generations An Introduction

Kozak Financial Group

August 23, 2024

This practice of moving money between generations is more of an art than it is a science, but our experience has taught us that with practice one can have success in helping the next generation begin ...

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Exiting a business, the right way

Kozak Financial Group

October 10, 2023

No matter what your business succession plan looks like, it is important that you start planning early.

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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.