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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

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

Brenda's Corner

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0568
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Brenda's Corner

Brenda Akins and her team.

Brenda Akins and her team at the Kozak Financial Group will help guide you in establishing 4 essential and enduring wealth principles into your life.

 

 

 

BRENDA'S WEALTH PRINCIPLES

 

GraphInvest for financial stability and longevity

Brenda builds an investment strategy based on your individual needs and goals, while also aligning with your personal risk and comfort levels. This portfolio is constructed and refined regularly to help you reach your long-term objectives and provide you a steady stream of income for years to come.

 
Empowerment through education

Light bulbFrom the first introduction, Brenda’s objective is to understand your complete financial picture by learning about your values, lifestyle, and how you’d like to make your wealth work for you.  Tax consequences, income needs, and lifestyle expenses are all considered for your personal investment plan.  Brenda’s unique communication style leads with empathy and illuminates the financial outlook and understanding for women and men alike. If you want to delve into any topic more thoroughly, just ask!

 

Three people outlineDynamic family wealth integration

In order to truly provide you optimal financial management, our service includes the preparation and review of your financial plan and your current and future family goals. Brenda and her team operate as a Wealth Concierge. This may include advice on establishing related family accounts and working with other professionals like bankers, lawyers and accountants to optimize your family wealth.

 

Tailored estate design with intention

Page iconBrenda understands the importance of planning for future unknowns like illness and death and includes comprehensive estate and wellness planning in all her conversations.  Brenda’s mission is to help leave you with a meaningful legacy for your families or the charities you support. Brenda will support your vision and provide guidance in the priorities and process to help get you there.

 

 

Brenda's expertise spans 25 years of  working  with families,  women, professionals, entrepreneurs, seniors, emerging investors and agriculture owners

The bedrock that Brenda builds her practice on is her client relationships; she welcomes working together to help you achieve your wealth goals, aspirations and providing stewardship of your money.

Brenda hosts seminars and offers information focused on Estate Planning, Women and Wealth, Fraud Education, Retirement Planning, and Investment Strategies.

If you would like to schedule a speaking engagement for a special event or schedule a meeting with Brenda connect here: Brenda.Akins@cibc.com  

 

 

I’m excited to connect with you to present CIBC Women’s Circle, an initiative that’s focused on helping women learn, share and thrive.

We’re bringing you thoughtful insights, engagement opportunities and events focused on relevant health, lifestyle and wealth planning topics that we think you will find useful.

 

 
 
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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.