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.
Every story is unique. Your financial plan should be, too.
We are committed to providing holistic financial and estate planning that considers all aspects of your goals and financial situation.
In collaboration with the advisors at the HGA Group, HGA Wealth and Estate Planning will find solutions and create an individualized financial and estate plan that suits your life, your story, and your business.
Private Wealth Management
Brandi is a Private Wealth Advisor with Raintree Financial Solutions, a Private Capital Market Dealer headquartered in Edmonton, Alberta. As a Private Wealth Advisor with Raintree, Brandi feels she has aligned her efforts, values and desire to succeed for her clients with a Private Capital Marker Dealer that is motivated to enhance the investment landscape for Canadian investors.
For more information, please visit raintreeFS.com.
Brandi KozakowskiPrincipal Financial Planner
January FerrierLicensed Administrative Assistant