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Video Updates

Minutes 1-16 covering performance, debt levels. Minutes 17 - 24 going over CRA my account where you can find all of your tax slips , contribution information, CPP information, EI, OAS etc...
Zavitz and Sykora February 2023 monthly update
Zavitz and Sykora January 2023 monthly update
In this video update we discuss model portfolio performance (minutes 0 - 5) and then go over financial and tax changes happening in 2023 (minutes 5 - 15). Finally, we talk about if you should pay off your debt, or if you should invest (minutes 15 - 20)
Zavitz and Sykora December 2022 Video Update
Your Z&S November monthly update. Minutes 0 - 20 speaking to the economy and portfolio performance. We answer the question: When will my safe portfolio start performing? (fixed income) Why is inflation so sticky?
Zavitz and Sykora November 2022 Video Update
You Z&S October monthly update. Minutes 0-20 discussing major economic events, future returns, and model portfolio performance.
Zavitz and Sykora October 2022 Video Update
September monthly update. Minutes 10-15 discussing what drove market performance. Minutes 15-30 RESP strategies and optimally funding the RESP account as a parent or grandparent.
Zavitz and Sykora September 2022 Video Update
First 15 minutes - Market and model portfolio performance review Minutes 15-31 - Our thoughts on Canadian real estate * CORRECTION - Throughout the video we make reference to a Seller's market. It is actually a Buyer's market. Sorry for the gaff!Investia disclaimer: “The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as investment, financial, legal, accounting or tax advice. Please obtain independent professional advice, in the context of your particular circumstances. This video has been prepared by Greg Sykora and Mark Zavitz who are Financial Advisors at Zavitz and Sykora Financial Strategies a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this video comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. Investia is not liable and/or responsible for any non mutual fund related business and/or services. Life Insurance related services and products are provided through Canada Life / PPI”
Zavitz and Sykora Financial Strategies August Monthly Update
Introduction to Greg Sykora, your new advisor. ETFs, market performance and projections.Investia disclaimer: “The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as investment, financial, legal, accounting or tax advice. Please obtain independent professional advice, in the context of your particular circumstances. This video has been prepared by Greg Sykora and Mark Zavitz who are Financial Advisors at Zavitz and Sykora Financial Strategies a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this video comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. Investia is not liable and/or responsible for any non mutual fund related business and/or services. Life Insurance related services and products are provided through Canada Life / PPI”
Zavitz and Sykora July 2022 Video Update
Dividend Investing
Mutual fund only portfolios are outdated, and active management is usually not worth the fee. Invest with our team to lower your fees, and save money.
Investing - Lower your fees
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