"Managing wealth brings expectations.  Preserving wealth takes discipline."

The Kuzniak Group is a team of investment professionals who are dedicated to delivering the highest quality of advice, service and products.  We specialize in preparing custom-made investment portfolios aimed to achieve results through a conservative, long-term approach.  As our reputation is our most important asset, the values we refuse to compromise are:
 
- Professionalism
- Customer Service
- Open Communication
- Team Work
 
We are dedicated to building a lasting relationship built on mutual trust, working with & for you in the achievement of your future financial success.
 
"Stay hungry. Stay Foolish" - Steve Jobs

 

Diana

Diana Kuzniak

Senior Investment Advisor

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Benoit

Benoit Chouinard

Investment Advisor

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Recent Posts

Executive summary: Global Insight 2026 Outlook

Dec 19, 2025 | The Global Portfolio Advisory Committee

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

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The Fed takes a turn down easy street

Dec 12, 2025 | Thomas Garretson, CFA

Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.

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Featured image for article S&P 500 rally: When a rising tide lifts some boats more than others

S&P 500 rally: When a rising tide lifts some boats more than others

Dec 05, 2025 | Kelly Bogdanova

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

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