Association Plans – If You Can’t Stand the Heat, Get Out of the Kitchen

Many of our clients have experienced a recent change to their association coverage.  Changes such as these can make you feel exposed and question the validity and quality of the coverage in place.  To help you understand why this change was made, please click here to read our most recent blog on association coverage.

 

Have you met Michelle Crosby?~ Our associate advisor

Michelle joined our advisory team back in April and has since begun working with many of our clients.  We have put her under the spotlight, so that you can get to know Michelle a little bit better.
 

  1. What drew you to a career at ZIW?

Working under the leadership and mentorship of Terry and Justine is ultimately what drew me to ZIW.  The strong reputation they have in the community and industry was very appealing and I knew that I would learn from the best and grow a more successful career in the financial planning industry.

To continue reading, please click here.

 

What’s New With Us… 

Did you know that Terry Zavitz has a Music degree and has performed with many choirs over the years? Her latest endeavor is the London Singers, one of London’s most premier choirs.  If you would like to see Terry in action, they will be performing along with the HB Beal Singers, an orchestra, and other special guests, on November 24th at 3pm at the Dundas United Church – 482 Dundas St. London, Ontario.


Samantha Way and her husband Jay are expecting their first child Spring 2020!  We are incredibly excited for them and this new chapter they are about to embark on!

Aaron and his wife are expecting their third child within the month.  Stay tuned for an adorable picture when he/she arrives.  We will also be hosting a contest to guess the birth date and weight.  Follow us on Facebook to make your guess and be entered to win!