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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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I like my portfolio management like I like my oatmeal…

Kozak Financial Group

July 21, 2026

When markets are not cooperating, our consistent investment approach helps our clients stay focused through the worst of the market cycle. Instead of panicking, our clients focus on their long-term go...

Read more Read more about I like my portfolio management like I like my oatmeal…
 
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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.