Financial Planner & Partner

Mark Zavitz, CFP®, CLU, B.A.


Melanie is most often the first person you encounter when contacting or visiting the office. Her career in the financial services industry began in 2011, and she currently holds the Canadian Investment Funds licence. She provides a wide range of support to the team, from processing mutual fund transactions to ensuring the smooth operation of day-to-day functions. Her welcoming demeanour, attention to detail and ability to wear multiple hats have made her a valuable asset.

Melanie is the proud mother of two handsome sons, who appreciate her almost as much as we do.

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

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