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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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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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Someone sitting on the beach looking at a sunset

Navigating life after loss

Kozak Financial Group

April 15, 2024

Death is a difficult and personal topic, and losing your spouse is undoubtedly one of the most challenging times you may face in your lifetime

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Women getting the latest information on her computer

Beware of financial information overload

Kozak Financial Group

March 18, 2024

In the not-too-distant past, if you wanted to know the price of a stock, you could have looked it up in the newspaper where yesterday’s closing price was reported. If you wanted an up-to-the-minute pr...

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Multigenerational Family at the beach

Can I afford to live somewhere warmer for part of the year?

Kozak Financial Group

November 06, 2023

If you are contemplating the snowbird lifestyle, we’ve outlined some often overlooked items that could have an impact on how you decide to spend your winters south of the border.

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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.