Wealth Management the Zavitz Way.
You have a vision for your financial future. Building and protecting wealth requires a plan. That’s where Zavitz’s wealth management team can help. Our Certified Financial Planners® provide the long-term strategic perspective, and build your plan so that the professionals managing your investments, whether our partners or your own advisor, can grow the assets to support your vision.
I have been a client of Terry Zavitz and her team for several years now. They have done an amazing job meeting the needs of myself and my family when it has come to our disability and life insurance policies. They have put us at ease by tailoring our policies to meet our individual needs. I would highly recommend Zavitz Insurance Inc to any of my colleagues, friends or students.
Dr. Faisal Rehman
From student to practicing professionals, Zavitz Insurance is there to help with professional and knowledgeable advice for healthcare professionals. They provide the kind of service that has the client ﬁrst in mind. We have had the opportunity to work together for a number of years as part of clients trusted advisory team. As a ﬁnancial advisor, it is a privilege to work with the Zavitz team in building client relationships!
Edyta Deering, Sr. Account Manager Business & Personal/Healthcare Professionals, RBC Bank
To potential clients looking to make a decision...look no further because you've found the right people.
As health care professionals, part of our success comes from the ability to surround ourselves with like-minded successful advisors. At every point in our career, we need the support and help from a team of advisors including insurance advisors, accountants, ﬁnancial advisors, lawyers and bankers. The team at Zavitz Insurance provides more than just insurance services. - they also connect you with a team of reputable and professional advisors. This is their value-added service, which sets them far apart from the rest. For the past 6 years with Zavitz Insurance, the quality of their services has exceeded beyond my expectations. Justine Zavitz, alongside with her team, has always taken the time to explain insurance matters in simple, plain language that is easy to understand. They are always there to offer expertise and assistance whenever needed. They are a group of friendly, professional, and highly-knowledgable advisors. Without a doubt, joining the Zavitz Insurance team as a client was the best decision I have made thus far in my career. I look forward to continuing this relationship for many years to come.
Dr. Andy Shih, D.D.S
Zavitz Insurance team is motivated to help us find a helpful, informative perspective to solve a problem. They are quick to respond and reply with informative answers to a question or issue. I can rely on them and count on them. They are excellent communicators and are very personable. They provide me with peace of mind. I don’t have to worry. They get the job done right and they do what they say.
I have had the pleasure to work with Terry, Justine, Samantha and their wonderful team in connection with the insurance and ﬁnancial planning needs for a number of our mutual clients. I have found Zavitz Insurance to be one of the most knowledgeable, proactive and insightful ﬁrms to work with. In fact, I do not hesitate to refer my clients to Zavitz Insurance in this regard.
Ken Arding, Partner, BDO Canada LLP
Terry Zavitz has been exceptional in the service that she has provided. I am a pediatrician working in a multispecialty group practice. She ensured that all my insurance needs were covered. She has excellent interpersonal skills and has been in my corner since day one. I unfortunately developed a chronic lung disease a few years back. I had spoken to my family doctor and specialist about a possible disability claim. Both were of the opinion that I would not meet the criteria for a disability
claim. Terry was helpful in educating myself and the physicians involved with my care. She was able to advocate for me and I now receive residual disability. I then had the ability to decrease my working hours without signiﬁcant impact on my income. More recently I was diagnosed with a "critical illness" and again the team has been supportive, receptive and sensitive to my needs. All the appropriate documentation was delivered to me with clear instructions of the steps involved. Staff are courteous and the entire team responds in a timely fashion to questions or concerns. My family and I will forever be thankful to Terry Zavitz and her entire team.
Dr. Rashi Rajah
Justine's friendly approach and strive to ensure client satisfaction was noticeable from the ﬁrst time we met in 2013. From the time I was a dental student to the time of being a business owner I was always satisﬁed with the services provided by Justine and her team. Their advice has always been of great help. Justine and the rest of the team's guidance in recommending the right policy that ﬁts my needs is highly appreciated.
Dr. Nuha Baalbaki
Once you graduate from dental school you realize that it is important to surround yourself with a "team" of professionals who will advise you. This team includes your lawyer, accountant, ﬁnancial advisor and insurance agent. Terry is my insurance "guru"! I have been a client of Terry's since I graduated. I am always able to give her a call or shoot her an e-mail if I have a question or concern. As my needs changed she has always been there with great advice and great service!
Dr. Mariela Anderson
Terry has a great personality and provides excellent service. The whole staff is friendly, knowledgeable and efficient. They do what they say and they do the right thing. I have peace of mind knowing that the solutions and products are going to be there when I need them and I will get great service from the Zavitz team.
Justine and the Zavitz team have been one of my insurance advisors since I was in medical school over a decade ago. She has provided excellent advice for both myself and my family regarding our insurance needs. Justine and her team have always been very approachable, friendly and helpful with an area that is typically quite foreign to physicians starting out into practice. She has also taken the time to educate me on the different products and has helped us navigate and make decisions regarding our changing insurance needs with a growing family to better plan for the future.
Dr. Daniel Grushka
Written by Terry & Justine Zavitz
Offers a quick and easy read designed to help people in their 20s and 30s (and beyond) avoid common financial pitfalls.
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Written by Justine Zavitz & Samantha Way
This book will help you create the financial road maps, which outline where you are now, where you are going and how to get there.
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