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Monday 7:30am - 4pm Tuesday 7:30am - 4pm Wednesday 7:30am - 4pm Thursday 7:30am - 4pm Friday 7:30am - 4pm

Kozak Financial Group

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Calgary, AB
Kozak Financial Group

Making retirement easy with prudent investment management and sound financial advice. www.cibc.com/pwm-socialmediadisclaimer

06/02/2026

Discover how simple shifts in your daily routine can unlock deeper meaning and fulfillment without ditching your phone. Explore three practical changes that help you reconnect, refocus, and enrich your life.

Start making small adjustments today for a more balanced tomorrow. Read more here: https://bit.ly/4u8RNdS

At the dawn of emerging technology around internet use and smartphone access, marketers promised that they would reduce the mundane tasks for people and leave room for the things that matter.

05/07/2026

Did you know that not all home office or vehicle expenses are tax-deductible? Stay informed about common tax write-off errors to avoid penalties and maximize your refund. Read more: https://bit.ly/4uEEClL

Tax season brings plenty of confusion—and costly mistakes. Here are some commonly misunderstood expenses Canadians often try (but fail) to claim on their tax returns.

05/05/2026

As the tax filing deadline approaches, Jamie Golombek offers valuable insights to help Canadians navigate the 2026 federal budget changes. He emphasizes the importance for taxpayers to review their investment strategies and understand how the new rules may affect their filings this year.

A website dedicated to archiving the tax & estate writings of Jamie Golombek

04/29/2026

Canada’s space sector is thriving, but experts say the country needs to embrace bigger risks and invest boldly to stay competitive and inspire future generations.

With billions already invested and significant contributions to GDP, the call is to “think big,” support homegrown innovation, and create more opportunities in science and technology.

Canadians passionate about their country's role in space say investments in homegrown astronauts and businesses are vital in inspiring the nation's future steps to the stars — and the benefits

04/27/2026

Missing the tax filing deadline can have financial consequences for Canadians, including penalties and interest charges. Experts urge taxpayers to file promptly and seek professional guidance if they’re unable to meet the April 30 deadline. If you have questions or need assistance, please reach out to me anytime.

Read more in MoneySense: https://bit.ly/4tzbv2S

Haven’t filed taxes in years? Learn the risks, hidden costs, and step-by-step ways Canadians can catch up and reclaim refunds.

04/23/2026

Many Canadians underestimate how much they’ll need for retirement, leading to a significant planning gap. Regularly reviewing and updating a retirement plan is essential to stay on track.

If you haven't reviewed your retirement planning recently, get in touch with us, we would be happy to help you get your plans in order. Reach us on our website www.kozakfinancialgroup.ca or call us at 403-266-0158

Retirement is a behavioural challenge as much as a financial one — 5 ways you can help

04/21/2026

Failure isn’t the end—it’s a chance to learn, adapt, and come back stronger. Check out this piece to see how embracing setbacks can turn challenges into real growth.

Have you made a mistake or hit a dead end that turned into an opportunity for growth?

The campaigns that crash teach you more than the ones that go viral. Here's why embracing failure, not hiding it, is the key to real leadership and lasting growth.

04/17/2026

Have you found yourself distracted lately? It seems as though there are more attention leaching distractions out there. No matter what project you are working on, it can be so easy to get distracted and pulled into the constant new cycle or social media spiral. Daniel Pink has some great advice on how to stay focused on your work and interests.

Subscribe to my newsletter: https://danielpink.substack.com/In this video, I break down the growing crisis of attention fragmentation and why reclaiming your...

03/30/2026

The RDSP is a powerful tool for families supporting a loved one with a disability, yet only 34.9% of eligible Canadians are enrolled. As Jamie Golombek highlights, auto-enrolment like the new RESP approach could make a major difference in ensuring more people benefit.

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03/25/2026

Most Canadians still need to file their taxes this year, with CRA data showing as of March 15, only 5.5 million returns submitted so far. Jamie Golombek shares five tips to consider as you begin your annual filing process.

A website dedicated to archiving the tax & estate writings of Jamie Golombek

Address

500 Centre Street SE
Calgary, AB
T2G1A6

Opening Hours

Monday	7:30am - 4pm
Tuesday	7:30am - 4pm
Wednesday	7:30am - 4pm
Thursday	7:30am - 4pm
Friday	7:30am - 4pm

Website

http://www.kozakfinancialgroup.com/

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