Our Team


Terry Zavitz BMusA CHS CLU CFP GBA EPC – President

Justine Zavitz BComm CFP CHS - Advisor

Jennifer Morrison BEcon CFP – Planner

Tammy Oribine CFP CHS – Executive Assistant

Trudi St. Marie BA GBA – Group Benefits Manager

Louise Watson CHS – Human Resources/Operations Manager

Bernadette Vajdik – Team Leader/Underwriting Specialist

Jennifer Behie GBA – Group Benefits Associate

Christina Dickson- Receptionist/Administrative Assistant

Michael Bach Hon. B.Sc. – Advisor’s Assistant

Samantha Gowers B.A.- Underwriter