RRSP Contribution Deadline
With the RRSP contribution deadline for the 2019 tax year – March 1 – just around the corner, many of our clients are reviewing their retirement savings plans.
Are you one of them?
While we’re best known for insurance and group benefits, as Certified Financial Planners® (CFP), we can also help you map out the big picture to meet your wealth goals.
The truth is, RRSPs may not be for you. That’s where a long-term financial plan comes into play. And we can help.
Whether our team of CFP® professionals work with you, your investment advisor, or we connect you to one of our trusted investment partners, Zavitz can help you find the right solutions that work to your advantage come tax time.
Take advantage of the trusted advice and certain quality you’ve come to expect at Zavitz.
It’s easy to get started. Simply contact Zavitz Insurance & Wealth and we’ll get things rolling.
Our Team in the Community
The Zavitz team is not only passionate about protecting your financial wellbeing, we also strive to give back to our amazing community. Over the last couple months, we have been busy doing just that! Terry participated in “Stop the Leak,” which is a fashion show to raise funds benefiting the Uro Gynecology program at LHSC, a premier program associated with Women’s Health. Zavitz was not only a sponsor, but Terry also volunteered as a model for the show.
Michelle has been promoted to Secretary of the Executive Board with Red Shoe Society. She will continue to support and grow the Membership team and play an intricate part in the planning and execution of the Red Shoe Society’s vision and 2020 goals. The Red Shoe Society raises awareness, support and funds for the Ronald McDonald House of Southwestern Ontario.
Zavitz Insurance & Wealth sponsored a table at both the Country Classic Auction which raised $516,750 for the Episode Mood & Anxiety Program at LHSC, and the Magical Winter Ball which raised funds in support of the Children’s Health Foundation.
As a team, we raised $275 to purchase food and supplies for the London Humane Society, $280 to purchase toys for the Ronald McDonald House and collected food donations for the London Food Bank.
Have you Met Daniela Albert?
~ Assistant to Terry Zavitz
Daniela joined our team back in May and has since become an integral part of the Zavitz Insurance & Wealth family. Working side by side with Terry, Daniela offers our clients amazing customer service and incredible insurance product knowledge having worked with London Life for over 20 years. We have put her under the spotlight so that you can get to know Daniela a little bit better.
1. What drew you to a career at Zavitz Insurance & Wealth (ZIW)?
With my insurance background, I felt I would be a great fit and would be able to easily transition into the role of advisor assistant.
2. What have you gained from working at ZIW?
Working with a small team can easily feel like family – everyone wants to help each other out; and the importance of attention to detail and patience when working with clients. Working in a large corporation where you are not dealing with clients on a daily basis, allows you to forget how to be patient and understanding.
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