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Category Archives: Zavitz Blog

Family, Charity, and the CRA…Which Two Would You Choose?

Justine Zavitz

Justine Zavitz

Most of us appreciate the role that taxes play in our lives and society, but as with any money we spend, we like to be cautious to make sure we’re not spending too much. For anyone who has sat down in a meeting with me, you know how excited I get about the amazing advantages that come with permanent life insurance policies. They are financial vehicles that help with accumulating assets, preserving assets,and transferring assets in an extremely tax efficient manner. 

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How Can You Tell if You Need a Financial Planner?

 

Chances are that if you’re asking yourself whether or not you need a financial planner, you probably need one. In the modern world, just about everyone can benefit from the advice of a financial planner, but there may come a time in your life when hiring one as soon as possible is an obvious decision.

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Financial Planning – Now is the Time

 

Zavitz Insurance is enhancing its financial planning services

Careful financial planning is so important for you and your family’s future. That’s why Zavitz Insurance is now offering a full range of exclusive financial planning services. 

Zavitz is offering these services to meet the unique and ever-changing needs of its client base. The financial planners at Zavitz have many years of combined experience and are dedicated to helping their clients fully achieve their financial goals. 

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Who Likes Reward Points…and Apple Watches?

 

Justine Zavitz

Justine Zavitz

As someone who frequently talks about life insurance, I always hear the phrase ” I won’t be the one benefitting from this, my kids (or husband/wife) will.” But Manulife is changing that; they have now created a product that rewards you…while you’re still alive! 

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3 Top Reasons to Hire a Financial Planner

 

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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