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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) 266-0158
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Man on computer.

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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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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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 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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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.