A lot has been written about shareholder-manager remuneration over the past several years—much of it questionable and overly simplistic. Join us on February 2nd, when Doug Plummer will discuss: Current and long term strategies RRSPs—still a good idea? Salaries versus…

This seminar series is aimed at professional women and wives of professionals with limited financial knowledge but a desire to learn. Our goal is to help you understand “advisor-speak” and why financial advisors make the recommendations they do. On completion…

  When: Wednesday November 9, 2011 Time: 8:00—11:30am (Full breakfast) Venue: Zavitz Insurance Inc 439 Dundas St, London ON, N6B 1W1   OR   When: Friday November 18, 2011 Time: 8:00—11:30am (Continental breakfast) Venue: Toronto Cricket Skating and Curling Club…

Terry Zavitz will be presenting for Deloitte on October 18, 2011 on the value of life insurance for business owners.  Learn how life insurance plays a role in their business plan, what type of coverage is appropriate and how to structure…

  A seminar on innovative uses of life insurance in estate planning and asset allocation planning.  Join us for an informative seminar where Steve Shillington, CA, CFP, TEP, will share insights into how you can take a simple product and turn…

This seminar series is aimed at professional women and wives of professionals with limited financial knowledge but a desire to learn. Our goal is to help you understand “advisor-speak” and why financial advisors make the recommendations they do. On completion…

  Zavitz Insurance is pleased to present Manu Kakkar, who will share important and little known post-incorporation tax considerations of medical professional corporations. Planning for Retirement and Death The Estate Freeze and the Wasting Freeze – What to do after the…

  Zavitz Insurance is pleased to present Manu Kakkar, who will share important and little known post-incorporation tax considerations of dental professional corporations. Planning for the Sale of the DPC Eligibility of $750,000 capital gains exemption Planning to multiply $750,000…

Join us for a hot lunch and learn about the 7 ways you can make a claim on your disability insurance.  With so many companies and options available, we will help you understand what you should be looking for in…

  Zavitz Insurance is pleased to offer an invitation to see Craig Alexander, chief ecomonist for TD Bank Financial Group. Craig is a leading market economist in Canada and will be presenting his thoughts on where the market is headed…