Hero of the Month
Our February Hero of the Month is the Kozak Financial Group, CIBC Wood Gundy.
"At the Kozak Financial Group, we have a long-standing reputation of delivering smart and practical wealth management strategies. Such strategies include improving net worth, protecting and maximizing the value of your estate, minimizing unnecessary taxes, and reducing the costs and risks associated with investing. Our income-oriented investment approach cuts through the ever-changing noise and clutter so prevalent in our industry, to provide clients with investment portfolio and estate planning advice that stands the test of time through all economic climates and business cycles."