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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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Market Volatility & Bonds: Oct 17 Radio Show Recap Part One

Kozak Financial Group

October 23, 2026

For income-focused investors like many of our clients, this is a meaningful shift. When bonds are offering strong yields, they become much more competitive with dividend-paying equities, especially fo...

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Staying Disciplined When Markets Seem Uncertain

Kozak Financial Group

September 16, 2026

Key Takeaways for Investors in 2026 • Review your asset allocation after recent market gains. • Consider whether your stock exposure has drifted above target. • Take advantage of higher bond yields fo...

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When the ride stops

Kozak Financial Group

November 21, 2025

It is a common misconception that investing for income means not participating in the upswings of the market, this could not be further from the truth. The very fact that a consistent income stream is...

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In Times of Turmoil

Kozak Financial Group

April 04, 2025

In times of turmoil , it is easy to panic and respond by fleeing to safety. We are quite literally programed to do so in our flight or fight response.

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Market Volatility, what is an Investor to do?

Kozak Financial Group

February 04, 2025

Big, bold headlines are talking about some unexpected external event no one predicted (except the guest on the talking head programs who is now doing the rounds between the news channels, repeating th...

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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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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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Prepare your investment portfolio for the present and the future

Kozak Financial Group

January 19, 2024

With short-term interest rates at a high, often surpassing the rate potential on longer-term bonds, it can be seen as an attractive prospect to pile as much capital as possible into those short-term i...

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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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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.