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Kozak Financial Group

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    • Our philosophy
  • Financial Landscape
    • Key Areas of Expertise
    • Family Wealth
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    • Business Owners, Self employed professionals
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    • Wood Gundy insights
  • Brenda's Corner
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Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0568
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Prepare your investment portfolio for the present and the future

Kozak Financial Group

January 19, 2024

With short-term interest rates at a high, often surpassing the rate potential on longer-term bonds, it can be seen as an attractive prospect to pile as much capital as possible into those short-term i...

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How to approach taxable income in your retirement portfolio

Kozak Financial Group

November 07, 2022

While every situation is unique and there is no one-size-fits-all answer, the Kozak Financial Group has a few rules of thumb that we like to follow when advising our clients on how to turn their inves...

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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.