• ABOUT
    • Greg Sykora (Partner)
    • Mark Zavitz (Partner)
    • Paul Scott
    • Lorraine MacNeil-Morgan
    • Cathy Black
    • Melanie Anderson
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    • Group Benefits Plans
    • Retirement Planning
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    • Investment Management
    • Estate Planning
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  • Mark Zavitz

    • January 8, 2016
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    Mark

    Mark’s expertise ranges from individual to corporate financial planning to estate planning. His honesty and easy-going nature have been instrumental in his success.

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  • Greg Sykora

    • January 8, 2016
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    Greg Sykora

    A graduate of Brock University, Greg is a Certified Financial Planner, Chartered Investment Manager, Certified International Wealth Manager and one of 5000 Fellows of the Canadian Securities Institute in Canada. Greg joined Mark as a significant Partner November 1st, 2021, and has been working as an industry professional since 2009.

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  • Paul Scott

    • January 8, 2016
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    Paul

    Paul has over 25 years of experience in the insurance industry and specializes in group benefits as well as corporate health, life and disability plans. He is a licensed life insurance agent and a Certified Employee Benefits Specialist (CEBS). He holds a certificate in Labour Management Relations from Niagara College. Paul is a past president and member of the year of the St. Catharines Business Club.

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  • Cathy Black

    • January 8, 2016
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    Since joining the team in 2011, Melanie is most often the first person you encounter when contacting or visiting the office. Her successful career in the Customer Service industry contributes significantly to her effectiveness as “Director of First Impressions”. She offers our clients personalized service, and maintains strong relationships with our fund company partners.

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  • Lorraine MacNeil-Morgan

    • January 8, 2016
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    Lorraine has enjoyed being a part of the insurance industry since 1986. During this time she has held positions in local supervision, regional management, training, consulting, sales and service.

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  • Melanie Anderson

    • February 15, 2015
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  • Financial Advisor

About Us

We serve individuals, families and business in the St. Catharines area.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:

Retirement Planning

Estate Planning

Insurance Analysis

Investment Management

Group  Benefits

We are never satisfied until you are.

Contact Us

271 Merritt Street
Unit #3
St. Catharines, ON L2T 1K1

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Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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