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Category Archives: Events

Nicola Wealth Seminar Record – Investment Diversification Strategies

Review and understand the next steps in financial innovation for professionals.

January 17, 2019 — Zavitz Insurance Welcomes Nicola Wealth Management

It’s that time of year. Interest rates are on the rise. The market is volatile and uncertainty is in the air – but it doesn’t have to be that way.

Accumulating wealth should be planned, prosperous and worry free.

Every successful person, no matter how talented they are, or how much they know, has help along the way- help to better support the life they want to live. And how they want to protect it.

Your time is valuable and you can’t afford to have anything less than premium diversification strategies and certain quality for your financial future.
That’s why we’re leveling up to support you in remarkable new ways, including a strategic association with Nicola Wealth Management.

To view the recording of this seminar, please click here.

Estate Planning Seminar Video

Don’t leave your executors stranded on a desert island!

Estate planning can be as easy as lounging on the beach…sit back, relax and enjoy the video 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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