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Author Archives: Zavitz Insurance

3 Top Reasons to Hire a Financial Planner

70-Financial-Planning

 

When it comes to making big decisions about your finances in the long-term, it is common to feel a bit intimidated and confused. As with anything intimidating and confusing, we end up procrastinating in dealing with it.

However, there are crucial choices that you can be making right now that will have a dramatic impact on your financial future and the safety of your hard-earned money.

That’s one top reason why it pays to hire a financial planner, along with a few others below:

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Year-End Tax Planning Seminar Video

Key topics discussed during our “Year-End Tax Planning” seminar:

  • Planning with employee loans & gifts
  • RRSP, TFSA & other savings methods
  • Changes to charitable donations in 2016
  • Changes in trust law in 2016

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How to Access Income During Retirement Seminar

Key topics discussed during our “How to Access Income During Retirement” seminar:

  • Retirement Income Planning
  • Accessing Corporate Holdings
  • Government Social Programs
  • Tax Implications
  • Unique Strategies to Minimize Tax

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OneWalk Toronto

OneWalk TO

 

On September 12th, Nancy Shaw a Zavitz team member walked 25km through the streets of Toronto with the Fight Like a Girl team to raise money for The Princess Margaret Cancer Foundation for Personalized Cancer Medicine. Princess Margaret is one of the top 5 cancer research centres in the world. The event raised $7.5 million dollars!

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ONERUN 2015

ONERUNMAIN

ONERUN 2015 took place on June 12th and is a fundraising event for breast cancer research. Zavitz Insurance Inc. is proud to have been a part of this year’s run. Theresa Carriere is a breast cancer survivor and founded ONERUN, an event in which she runs 100km from Sarnia to London.

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