Zavitz and Sykora Financial Strategies is an independent wealth management and group benefits team located in St Catharines Ontario. Originally established in 1995 under the trade name Zavitz Financial Strategies, Zavitz and Sykora Financial Strategies was founded in 2021 to reflect the newly established partnership between financial planners Greg Sykora and Mark Zavitz.
Despite the name change, our commitment and approach to our clients remain unchanged. We specialize in serving the investment, insurance and employee benefits needs of successful businesses and incorporated professionals in the Niagara, Hamilton and Halton regions.
Those who choose to work with us typically become clients for life and many of our clients have been with us for over 20 years. We care about the individual results and the financial success of those we serve. Our approach is thoughtfully designed with one primary focus in mind – what we recommend to our clients is what we do for ourselves and our families.
Under Greg’s new ownership, our clients are comforted knowing they will be well looked after for the next 25 years.
Mark ZavitzFinancial Planner & Partner
Mark's expertise ranges from individual to corporate financial planning to estate planning. His...view profile
Greg SykoraFinancial Planner & Partner.
A graduate of Brock University, Greg is a Certified Financial Planner, Chartered Investment Manager,...view profile
Paul ScottEmployee Benefits Specialist
Paul has over 25 years of experience in the insurance industry and specializes in group benefits...view profile
Cathy BlackLicensed Associate
Since joining the team in 2011, Melanie is most often the first person you encounter when contacting...view profile
Lorraine MacNeil-MorganGroup Benefits Analyst
Lorraine has enjoyed being a part of the insurance industry since 1986. During this time she has...view profile
Melanie AndersonReception / Administrative Assistant
Melanie Anderson Reception / Administrative Assistant Since joining the team in 2011, Melanie is...view profile