Brandi Kozakowski

Principal Financial Planner, HGA Wealth & Estate Planning

Brandi has over 15 years’ experience in the financial services sector. She was designated as a Chartered Accountant in 2009, and was previously employed as a senior financial analyst specializing in corporate taxation. She completed her In Depth Tax course in 2013, and became a CERTIFIED FINANCIAL PLANNER® professional in February 2020 to further enhance the value she provides to clients. Whether individuals or business owners, her background as a tax specialist enables her to assist clients in developing holistic financial plans and in choosing insurance solutions that keep their current and future tax situations in mind.