Kozak Financial Group

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

Uncover the top locations for real estate investment across Canada. Gain insights to help you make informed decisions an...
07/08/2026

Uncover the top locations for real estate investment across Canada. Gain insights to help you make informed decisions and maximize your property’s potential on MoneySense: https://bit.ly/4wu7qOu

These are the regions and neighbourhoods offering the best long-term value for home buyers, based on affordability, price trends, and other factors.

07/03/2026

In this week’s The Week Ahead, Avery Shenfeld explores whether AI-driven inflation in the US is likely to be transitory, analyzing its impact on labour markets, supply chains and Federal Reserve policy. He also covers Canadian employment trends, the influence of major events like the census and World Cup and provides forecasts for key economic data releases in both Canada and the US.

Staying active in midlife may do more than improve day-to-day energy levels. New research suggests better cardio fitness...
06/29/2026

Staying active in midlife may do more than improve day-to-day energy levels. New research suggests better cardio fitness could also be linked to healthier aging and a longer life expectancy, even through simple habits like walking more often or getting outside regularly.

Read more here: https://bit.ly/3Rcr5nf

People younger than 65 with higher scores on a treadmill test lived longer and with fewer diseases, a study showed.

Canada’s role as a FIFA 2026 host isn’t just about sports—it’s a strategic move to drive economic development. Learn how...
06/18/2026

Canada’s role as a FIFA 2026 host isn’t just about sports—it’s a strategic move to drive economic development. Learn how this global event is projected to generate jobs, attract international capital, and strengthen our economic landscape.

Read the full article here: https://bit.ly/4vXRwMm

With Canadian taxpayers already pouring $1 billion to co-host the World Cup 2026 alongside the U.S. and Mexico, all eyes are on the country, which needs to use this opportunity to shift its sporting landscape.

Retirement is more than a financial milestone, it’s also a behavioural transition. Many retirees find that even when the...
06/10/2026

Retirement is more than a financial milestone, it’s also a behavioural transition. Many retirees find that even when they feel financially prepared, adjusting to changes in identity, routine, and purpose can be one of the biggest challenges of the journey.

CIBC’s Private Wealth very own Coreen Sol emphasizes that retirement planning should go beyond the numbers. Building a vision for how you’ll spend your time, stay connected, and maintain a sense of purpose can be just as important as building your savings.

As conversations around retirement evolve, we are encouraging Canadians to plan for both financial wellness and personal fulfillment in the years ahead.

Read more here:

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

New survey insights reveal that simple, consistent healthy habits can contribute to a longer, more fulfilling life.Prior...
06/05/2026

New survey insights reveal that simple, consistent healthy habits can contribute to a longer, more fulfilling life.

Prioritizing daily routines like balanced nutrition, regular movement, and social connections may be key to healthy aging.

Read more here: https://bit.ly/4uOsJtN

A new survey of 100 centenarians reveals the simple weekly habits they do to stay healthy. Experts say these practices can actually boost longevity.

Discover how simple shifts in your daily routine can unlock deeper meaning and fulfillment without ditching your phone. ...
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.

Did you know that not all home office or vehicle expenses are tax-deductible? Stay informed about common tax write-off e...
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

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

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Calgary, AB
T2G1A6

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