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Kozak Financial Group

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  • Our story
    • Meet our experts
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    • Family Wealth
    • The Working Years
    • Business Owners, Self employed professionals
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Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0568
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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.

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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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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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