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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
  • Contact us

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

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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Financial Planning: an ongoing journey

Kozak Financial Group

March 18, 2025

In our experience, the best time to prepare your first financial plan is today. Whether markets are up or down, whether you are about to make key decisions in your life or not.

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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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Learning and Burning: the early years of adult life.

Kozak Financial Group

September 18, 2024

In the end, everyone’s financial path is winding, that is what makes it so hard to see where we came from and the lessons we learned along the way.

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Women getting the latest information on her computer

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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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.