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Kozak Financial Group

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Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
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Putting The Shoe On The Other Foot

Kozak Financial Group

July 18, 2025

While realtors and financial advisors have vastly different jobs, there are a couple of ways in which we help our clients deal with similar concerns. In dealing with investments and real estate: knowl...

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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.