Financial Planner & Partner

Mark Zavitz, CFP®, CLU, B.A.


Helping Small to Medium Business owners – As a business over for 29 years I help small + medium size business owners address financial and estate planning issues. I consult them on ways they can accumulate wealth both corporately and personally

Insurance strategies – I help protect business owners wealth using corporate and personal life insurance strategies.

Business owner growth – I help business owners attract + keep valuable employees using employee benefits, group retirement savings plans & deferred profit sharing plans

Designations achieved 

CFP ® – Certified Financial Planner – FP Canada

CLU ® – Chartered Life Underwriter–Advocis

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