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Kozak Financial Group

  • Home
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    • Meet our experts
    • Our philosophy
  • Financial Landscape
    • Key Areas of Expertise
    • Family Wealth
    • The Working Years
    • 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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A message to Women with Wealth

Brenda Akins - Kozak Financial Group

April 28, 2023

Ask yourself questions like: What is the purpose of my wealth? What is most important to me? What legacy do I want to leave? What do I need my money to do? What do I want to happen to my money when I ...

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The unforeseen cost of losing your partner

Kozak Financial Group

March 03, 2023

If you lose your partner’s participation in everyday tasks like driving, managing the finances, doing your taxes, or simply keeping the houseplants alive, this can suddenly bring about a wave of anxie...

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someone playing chess

The 10,000-hour rule: easing into retirement

Kozak Financial Group

February 08, 2023

Even though you have never retired before, and you haven’t had the chance to practice, at some point you must make the leap. What can you do to ensure you are confident in your retirement skill set?

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The best solution is often the simplest solution

Kozak Financial Group

January 18, 2023

The Canadian financial services market can be overwhelming — there seems to be a never-ending list of options for achieving investing, savings and planning goals. Everywhere you look there is another ...

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What to consider as your retirement approaches

Kozak Financial Group

December 30, 2022

Many of our clients have crossed the retirement threshold seamlessly, or at least that’s how it appears from the outside. On the inside, there is often some turmoil and panic about the transition to f...

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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.