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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
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Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0568
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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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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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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.