Kozak Financial Group

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

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

Missing the tax filing deadline can have financial consequences for Canadians, including penalties and interest charges....
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.

Many Canadians underestimate how much they’ll need for retirement, leading to a significant planning gap. Regularly revi...
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

Failure isn’t the end—it’s a chance to learn, adapt, and come back stronger. Check out this piece to see how embracing s...
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.

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T2G1A6

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