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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
  • Brenda's Corner
  • Blog
  • Radio Shows
  • Contact us

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Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0568
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A wrapped gift in a set of hands.

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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Parliament

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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Legacy: What will you be remembered for?

Kozak Financial Group

October 16, 2024

Regardless of the specific path, the fact of the matter is that most people do not start thinking about their legacy until they are near the end of their journey. This is a mistake, not only because i...

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Learning and Burning: the early years of adult life.

Kozak Financial Group

September 18, 2024

In the end, everyone’s financial path is winding, that is what makes it so hard to see where we came from and the lessons we learned along the way.

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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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Stock Options, Deferred share units, Share Purchase plans, and Everything In-between

Kozak Financial Group

July 16, 2024

No matter how this plan is delivered to you, the obvious benefits like employer matching, stock bonuses, or deferred tax are all meant to keep you invested for the long haul.

Read more Read more about Stock Options, Deferred share units, Share Purchase plans, and Everything In-between
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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.