At the Kozak Financial Group, we know that you have significant obligations and unique financial needs. Our advisory team can help tailor a holistic wealth strategy suited to you.

 

Wealth managed solutions for employees

As a salaried professional, the bulk of your savings and retirement planning has likely been left up to you. Your compensation today is what ensures your family's security tomorrow, the key is starting early and establishing a plan to invest and save what you need to answer the crucial question: “What do I need saved to feel comfortable in retirement?”

 

 

 

Pensions and Private Shares

 

 

.Wealth management solutions for incorporated professionals

Whether working on contract, or managing a practice through your incorporated business, you have likely amassed wealth in a number of savings vehicles. RRSPs, personal corporation investments, and nonregistered accounts all have their own tax considerations. Our team will work with you and your tax advisor to ensure that you gain access to your wealth in the most efficient way possible.