Kozak Financial Group
500 Centre Street SE T2G1A6 Calgary, AB, Canada

The pandemic has prompted more Canadians to pause and think about what matters most to them in life and relationships with friends and family are at the top of the list.

CIBC's Jamie Golombek is back this week with tips on how to optimize your taxes in 2022.

If you made a resolution to cook more at home in 2022, here are a few options for easy-to-make and delicious meals.

Having trouble keeping your spending under control? Some experts suggest freezing spending in January so that you can clearly assess what you truly value and start healthier spending habits moving forward.

If it’s determined you’re buying a home only to resell it a short time later, you could be taxed on any profits as 100% taxable business income. CIBC's Jamie Golombek explains.

If you’re considering buying your first home, you probably want to do a bit of research. To help, here are the top 10 mistakes first-time home buyers make, along with some handy tips on how to avoid them.

There are many benefits to charitable giving, from the satisfaction of supporting worthy causes, to tax credits that can reduce taxes. This report provides you with a brief overview of strategic philanthropic planning.

Coffee lovers have a lot to worry about right now. A global shortage of beans is already threatening to push up prices at cafes and supermarkets. Now, your morning cappuccino or latte might start leaving a bitter taste for other reasons too.

Lyme disease can have severe effects, but the issue of whether being diagnosed with it entitles someone to claim the disability tax credit recently came before the Tax Court. CIBC's Jamie Golombek explains.

Cybersecurity company NordPass has published its list of the top 200 most common passwords in Canada and says too many Canadians are using passwords that can be easily guessed. Here are the top 20 most common passwords used in Canada:

Often, a bucket list includes big accomplishments, travel, and fun things a person would like to experience. Here's how to make sure to do more things you enjoy in life.

The so-called Great Resignation emerging out of the COVID-19 pandemic hasn’t quite come to fruition in Canada as it has in the United States, according to a new report by CIBC Capital Markets.

Even if dreams can’t foretell the future, they seem to expose our shared fascinations. Here's what you need to know:

While many items that worry Canadians such as: the capital gains inclusion rate, a tax on principal residence and a wealth tax were absent from the federal budget, Jamie Golombek talks through what was included and what's relevant to individual Canadians.

Expected Canadian inheritances over the next decade are as high as $1 trillion. We are entering an age of unprecedented wealth transfer for parents and children, and there are complexities for both parties. Have questions? Contact me at 403-260-0568

Do you have, or are planning to purchase a vacation property? Just like with your regular home, vacation property maintenance and safety should be a high priority. Here are some things to consider.

Job seekers in 2021 are bound to face additional challenges when getting ready to make those all important first impressions. For those in search of employment, this adds a few extra steps to navigate to the process of landing that coveted new position.

We are reaching back into our radio archive to remind you of our November edition of "Talk to the Experts". In this episode, Wade highlights the importance of investing your retirement funds right the first time. Watch to learn more about our "pension plan" approach to investing.

People are being more intentional about how they spend their money, learning what they can do without, and forgoing cash in favour of more contactless payments. Here are three financial trends we can chalk up to the coronavirus pandemic.