In the News


Summer Newsletter

In this issue: The debut of Zavitz Insurance & Wealth What is Wealth Management? In Case You Missed It… Recordings of our 2019 Seminars Are all Investment Options the Same? Zavitz News To read the newsletter, please click here.

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Introducing the new Zavitz Insurance & Wealth

At Zavitz Insurance we go to great lengths to make sure that you, your business and your family is covered. We’ve built a 35+ year tradition in insurance and group benefits that has always included extensive wealth management expertise. Enter our new brand: Zavitz Insurance & Wealth, a new look and a new name that…

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Giving Back

The Holiday Season is a time for family, fun, and eating way too much; it’s also a time for giving.  Giving back to our community is very important to us. For the second straight year, our office has donated gifts to the Ronald McDonald House. Nancy & Louise delivered the presents and were touched by all the…

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Our Transformation

Did you hear? Zavitz Insurance has purchased the building directly to the East of us on Dundas Street to help with the continued focus on our growth. Terry and Justine continue to provide strategic direction to clients, while expanding by adding new advisors to our talented team of planners, underwriters, benefits staff and administrative assistants. This ensures…

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OneWalk Toronto

  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…

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ONERUN 2015

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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Pension Reform in Canada & The ORPP Video

The Ontario government recently introduced legislation to create the Ontario Retirement Pension Plan (ORPP), a mandatory, occupational pension plan designed to supplement the Canada Pension Plan for employees not currently covered by a comparable workplace pension. The ORPP will have significant implications for the business community. This video explains how the legislation will impact your…

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Duchenne Muscular Dystrophy Fundraising

Our very own Trudi St. Marie is a strong fundraiser for Duchenne’s Muscular Dystrophy.  For the last 4 years she has held trivia nights to raise money.  She held one at our office this past Saturday and raised $6500.  Over the last 4 years of trivia nights, Trudi has raised an incredible $15,000 for the cause! Here…

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Negotiating Healthcare and Fixing Ontario’s Primary Care

  The following two videos are created from a live interview done Feb 23/15 on TVO’s “Agenda”.   The first video relates to the negotiations between physicians in Ontario represented by the OMA and the Ontario government.   The second video is a panel discussion on how primary care is delivered in Ontario and the fee structures and changes made.…

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Increasing Your Investment IQ Seminar Recording

Key topics discussed during our “Increasing Your Investment IQ” seminar: Knowing what type of investments are right for you Rates of return Advisor compensation Advisor qualifications Insurance as an investment

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Zavitz Team cooks for Ronald McDonald House

On November 3rd, 2014 the team banned our resources together to prepare a lasagna dinner for the families staying at the Ronald McDonald House. The Ronald McDonald House of Southwestern Ontario provides a place for out-of-town families with seriously ill children can stay for as long as they need – only 165 steps from Children’s…

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The “R” Word – What it Means to Boomers – Zavitz Seminar Series Video

Peter Wouters from Empire Life Investments joined us on October 7, 2014 to discuss Retirement Income Planning and how it has changed for Baby Boomers.  It was a very interesting and informative night!

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London Business Hall of Fame inducts Terry Zavitz

Last night Terry was honoured at the Junior Achievement Business Hall of Fame Gala at the London Convention Centre along with Denis Crane & Wayne Dunn from County Heritage Forest Products.  Thanks to Junior Achievement for hosting such a great event! Congratulations to all who were honoured. Click here to see the link to the…

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Terry & Justine named as Top 50 Women of Influence in the Insurance Industry

Terry & Justine Zavitz have been named as two of the Top 50 Women in Canada’s Insurance Industry by The Insurance & Investment Journal of Canada. Traditionally male dominated, the Canadian insurance industry is changing.  Many women are now contributing their energy, talents and determination towards the financial security of Canadians.  As such, the Insurance…

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Common Mistakes of Estate Planning Video is Now Online

On June 25, 2014, Peter Wouters, Director of Tax & Estate Planning for Empire Life Investments joined us to share his wisdom and experiences in estate planning do’s and don’ts. If you were unable to join us, please view the video below.

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Terry Zavitz to be inducted into London Business Hall of Fame

London, ON, April 29, 2014– Junior Achievement announced the new laureates to be inducted into the 2014 Junior Achievement London and District Business Hall of Fame. Terry Zavitz, President of Zavitz Insurance Inc.  will be honoured at the 24th Annual London and District Business Hall of Fame Induction Gala Dinner on October 29th, 2014 at…

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The Future of Dentistry

On April 22, 2014 David Mayzel from DMC Law spoke to us about the ODA’s Economic Report and gave us some practice management tips for dentists and dental students! DMC Law is a firm of dental lawyers who have dedicated their practice to helping dentists buy and sell practices, set up dental corporations and build…

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Economic Market Outlook for 2014

On March 4, 2014 Andy MacLean, Senior VP and Private Client Strategist at Raymond James Ltd. joined us for an engaging and informative talk out the economic and market outlook for 2014. If you were unable to attend, please click on the video below ….

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How Tax-Smart is Your Professional Corporation

Your professional corporation has provided you with a great tax-planning tool, but are you using it to its fullest potential? On January 15th, 2014, Zavitz Insurance presented a seminar featuring Doug Plummer and Shaun Brown from NPT Chartered Accountants. If you were unable to attend, you can view the video below.

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