June 5, 2019 — Passive Income Planning Seminar – Video

Passive Income Planning Seminar, filmed on June 5th, 2019. Presented by Brandon Gilbert, business advisor & partner at MNP LLP.

June 5, 2019 — Passive Income Planning

2019 has begun and with it, the implementation of passive investment income rules for corporations. But that doesn’t mark the end of corporate investing and tax planning. Knowing the impact this will have on your corporation’s bottom line, retirement and estate plan is all essential to ensure prosperous wealth management.

HR Seminar Series – Rising Drug Costs, HRIS Technology and Health & Wellness

HR seminar filmed on April 17th 2019 – Barbara Martinez from GWL takes an in-depth look at the rising cost of prescription drugs. David Porter from BOSSC discusses HRIS technology and Meaghan Jansen from Employee Wellness Solutions discusses optimizing employee engagement with wellness.  


April 17, 2019 — Rising Drug Costs, HRIS Technology and Health & Wellness Solutions

Drop Everything! If you are responsible for your benefit plan, you will want to attend this exciting seminar. Come meet Barbara Martinez from Great West Life for an in–depth look at the rising cost of prescription drugs, David Porter from BOSSC regarding HRSI technology and Meaghan Jansen for Employee Wellness Solutions. Topics Include: Overview of…

February 20, 2019 — Business Over Breakfast

Zavitz Insurance is excited to welcome Joël Campagna, tax and estate planning specialist from Manulife, to our office to speak with local accountants. Joël is an engaging speaker with tax and estate knowledge above reproach. Life insurance can be far more dynamic than providing cash flow to survivors. Joël will address how it can be…

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…

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!


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


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