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Tag Archives: investments

More Than Just Insurance

For nearly 35 years, the team at Zavitz Insurance has been providing diverse and innovative solutions for our clients – with guidance you can understand and tradition you can count on. Now Zavitz is bringing a holistic approach to your financial management, combining retirement and estate planning, investment services and insurance, all on one page. It’s a simplified way of managing all your interests using flexible, independent advisors with a reputation you can count on. At Zavitz, we have embraced the inevitable changes necessitated in the information age, and have prepared and staffed to meet those challenges. Though marketplaces and interests may shift, the standards and sensibilities applied by the professionals at Zavitz remain firmly rooted in traditional wisdom and unflappable dedication to the client. As partners in practice, business and life, Zavitz is with you every step of the way. 

In order to better serve our clients, we are expanding our financial services – now coordinating insurance, investments and financial planning – all from one shop. Through collaboration and expertise that compliments our own, we can now connect you with diverse financial professionals dedicated to one goal – your prosperity – and integrate them into your bigger financial picture. By collaborating with other specialists in the financial field, Zavitz provides a higher level of service. An alliance with Wealthsimple, for instance, has allowed us to provide a low-cost investment alternative when needed. Have your own advisors? We can work with them too! 

Robo-Advisors: What Are They, and Are They a Good Fit For You?

Samantha Way

Samantha Gowers

Every month it seems there is a new and unique way to utilize technology to make our lives easier – from the robot vacuum that will give you a spotless floor, to a water bottle that simply reminds you to take a sip. When it comes to your personal finances, however, robotic management is a reasonably new concept, that may seem like a big leap of faith.

You may be asking yourself “What is a robo-advisor, exactly?” and the answer is fairly straightforward.

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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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