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CIBC.com
CIBC Private Wealth
CIBC Websites
Client Login
Kozak Financial Group
Home
Our story
Meet our experts
Our philosophy
KFG Radio Shows
Radio Shows
Financial Literacy
Articles
Useful client links
Introduction to investing
Blog
Wood Gundy insights
Contact us
Seamless account administration
500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
(403) 260-0568
Email us
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Seamless Account Administration
Providing personalized easy access to a team that is responsive to any questions or concerns
Quick and accurate responses to administrative requests (wires, cheques issued, contributions, address changes, statements explained, tax details)
Careful monitoring to ensure accounts operate as designed; money is available to RRIF payments, RESP withdrawals, EFTs.
Regular check in with the clients to ensure that their account information and documents are up to date and accurate.
Online Access – Ability to view overall accounts in a glance, follow transactions and learn more about individual investment positions. Links to detailed firm research and articles of interest. Ability to combine Investment online with the CIBC bank accounts online access for quick and easy access to both.
