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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
  • 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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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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Retirement planning made simple with expert tips from Kozak Financial Group

Kozak Financial Group

March 04, 2024

How much money do I need to retire?

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A financial year in review

Kozak Financial Group

December 04, 2023

The end of each year is a great time to reflect on what has happened and revisit your initial goals. Maybe you were looking to grow your portfolio through continued contributions, withdraw income to f...

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Exiting a business, the right way

Kozak Financial Group

October 10, 2023

No matter what your business succession plan looks like, it is important that you start planning early.

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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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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.