Our Team

Insurance and investing are the facts of your professional life. Your time is valuable, and you can’t afford to have anything less than certain quality for your business and your financial future.

But making the right decision is about much more than the features and benefits of a product or a portfolio. Or, sorting out complex details with time you don’t have.

It’s about the life you want to live. And how you protect and invest in it.

Our 40 year long tradition in insurance and group benefits, and today, our strength in wealth management, means sophistication and certainty for you, your family and your business.

And when the unthinkable happens, that’s when we step up. Because unanticipated doesn’t have to mean unpredictable.

Let us manage the risk you don’t even want to think about. Or haven’t anticipated yet. In the first stages of your career, when you’re growing your business, and when you’re ready to transfer the legacy of your hard work to the next generation.

Your family is safe. Here. With our family.

Terry Zavitz, BMusA, CHS, CLU, CFP®, GBA, EPC, TEP, President

Cycling Enthusiast

Loves to kayak, skate and hike

Makes maple syrup

Justine Zavitz, BComm, CFP®, CHS, CLU, GBA, Vice President

Hodophile

Adventure seeker

Wellness aficionado

Samantha Way, B.A., CFP®, CLU, CHS, Advisor

Country Music Enthusiast 

Closet Reality TV Fan 

Road Trip Fanatic

Jarrett Zavitz, B.Sci., CFP®, CLU, PFA,  CEBS, Advisor

Search & Rescue Volunteer 

Politics Junkie 

Spends his free time in the mountains

Courtney Dale, CHS, Associate Advisor

Loves to ski but hates the cold

Closet punk rocker

Big foodie, loves to try new things

Aaron Lalande, CHS, Associate Advisor

Bowling Champ 

Punk Rock Drummer 

Proud Toronto Maple Leafs Fan

Jennifer Behie, GBA, Group Account Manager

Road Trip Guru 

Youth Leader Extraordinaire 

All-star Baseball Player

Trudi St. Marie, B.A., GBA, Group Account Manager

Closet Country Music Fan

Avid Kick Boxer

Movie Lover

Tammy Oribine, CFP®, CHS, Financial Planner/Business Development

Does not swear

Metallica Fan 

Scared of Thunder Storms

Christina Dickson, Sales Support/Customer Service

Disc Golf Enthusiast

Home Improvement Junkie

Loves to Travel

Nancy Shaw, Underwriting & Claims Admin

Fear of Bridges

Aspiring LPGA Champ

Canadian Women’s Hockey Fan

Carly Quintyn, Advisor Assistant

Loves to Swim

Horror Movie Addict

Pomsky mom

Jackie Mather, B.A., CEBS, HR/Operations

Travel Lover

Minivan Driver

Dual Citizen

Lori Mansfield - Client Service Associate

Loves to Travel

Amateur Photographer

Loves All Forms of Art

Nrip Jain, Underwriting Administrator

Travel Buff

Manchester United and Indian Cricket Team Fan

Always down to eat or take a nap