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Author Archives: Tammy Orbine

From RRSPs to Fashion Shows

 

 

 

 

 

 

 

 

 

 

 

 

 

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.

To continue reading, please click here.

 

Spotlight on Daniela Albert

 

 

 

 

 

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 for 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 a family; everyone wants to help each other out; and the importance of attention to detail and patience when dealing 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.

3. What are 3 words you would use to describe Terry?

Smart, Dedicated, Funny

    4. What career would you do, if you were not doing this? 

    Baker – I love to bake and have always dreamed of owning my own bake shop.

    5. What is your favourite family tradition?  

    We eat dinner together every night.  We usually wait for everyone to get home… unless they will be super late.

    6. How do you balance your career and family? 

    I don’t bring work home.  When I’m home I concentrate on what my family needs.

    7. What are 3 career lessons you’ve learned thus far? 

    1.  Work hard for what you want and make sure your leader knows what you are after, so they can help you formulate a plan to get there.  2.  When you are not challenged in your role, it’s time to find a new one.  3. Work/Life balance is a MUST!

    8. What are your hopes for our industry? 

    This is a tough one.  I would say for Insurance to be affordable for all.  I believe there are still too many uninsured Canadians.

    9. What is the one thing you can’t live without?

    The sun.  It puts me in a happy mood.  When it’s gray outside I don’t even want to leave the house.

    2 Babies and a Blog – The Zavitz Update

    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!

    Spotlight on Michelle Crosby

     

     

     

     

    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 Zavitz Insurance & Wealth (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.

    1. What have you gained from working at ZIW?

    I have gained an incredible amount of knowledge and belief around the importance of having a strong income protection plan in place to protect individuals and their families against the unexpected (not just death).  Knowing that I am helping people do this is extremely gratifying.  

    1. What is on your wish list for the next 5 years at ZIW?

    My goal is to keep growing my experience, knowledge and client base here at ZIW.  I would like to help as many people as possible get a strong insurance and financial plan in place so they can rest assured they are financially protected, and that their goals are being achieved.  I will also achieve my Certified Financial Planner designation, among some other designations, in order to ensure that I am helping my clients in the best way possible.

    1. Tell us about your work with the Red Shoe Society? What drew you to the cause?

    I got involved with the Red Shoe Society after doing some volunteer work with the Ronald McDonald House Charities.  RMHC is a staple in Southwestern Ontario and offers an incredible opportunity for families to be together while their child is in the hospital.  The Red Shoe Society is a group that supports RMHC with multiple fundraising efforts that bring a lot of money and awareness to the cause.  After doing some work with the RSS and seeing their incredible value to the cause, I joined the Board of Directors as the Membership Chair in January 2019. In my role I get to share the vision of RMHC and bring awareness to this amazing place by growing our community of supporters.  I will be continuing my term into 2020.

    1. What is your hidden talent?

    I can draw very well, and I absolutely love it. I have always been able to look at a picture and duplicate it.  My dad can draw and so can my sister.  As kids the three of us would have “drawing contests,” where we would put a picture of something in the middle of us and all draw it. The best version “won”, and my dad would build a frame for it and hang it up.  He always won (he was quite good) but I continued to love to do it and still to this day can get lost in a sketch for hours. I now take requests from my kids and frame them to hang on their walls.  My secret dream is to illustrate a children’s book…maybe one day!

    Summer Newsletter

    In this issue:

    • The debut of Zavitz Insurance & Wealth
    • What is Wealth Management?
    • In Case You Missed It… Recordings of our 2019 Seminars
    • Are all Investment Options the Same?
    • Zavitz News

    To read the newsletter, please click here.