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Kozak Financial Group

  • Home
  • Our story
    • Meet our experts
    • Our philosophy
  • Our purpose
  • Client resources
    • Radio
    • Events
    • Articles
    • Useful client links
    • Introduction to investing
    • Social media links
  • Wood Gundy insights
  • Contact us

Financial Management

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0568
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Financial Management

  • Focus on providing an income stream for life in conjunction with growth to combat inflation
  • Ongoing monitoring & research of existing positions using internal and external sources
  • Extrapolating information to make assumptions about future market conditions in order to make prudent choices
  • Perform due diligence on any new investments made
  • Resetting and Rebalancing the Portfolio as needed
  • Regular semi-annual Portfolio reviews
  • Keeping informed on financial market and communicating current conditions to the clients.
  • Keeping current on investment industry education, new tax initiatives and any other changes that impact our clients.
 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.