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 originally purchased my disability coverage through Zavitz Insurance as a graduating UWO medical student in 2005, and have relocated out to Edmonton for residency training. Jill, Terri, and the rest of the team have continued to provide me with prompt and courteous service and are always quick to answer any questions or concerns that I have with my coverage. Despite the fact that I am now many miles away, I feel comfortable in knowing that they will be there for me if I need them at a moment’s notice. I have no hesitation in recommending them for the insurance needs of all medical professionals.
Physician, Edmonton AB
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.
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.
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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