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Video Updates

YouTube Video VVVZaW55VTlsOXNTdGtWU1hKZzdKZ19BLnhHN1Y4UFE5V3dR Minutes 0 - 4 talking about performance. Minutes 4 - 8 talking about productivity. Minutes 8 - 17 talking about 4 Financial Planning strategies for passing your cottage down to your kids
Minutes 0 - 4 talking about performance. Minutes 4 - 8 talking about productivity. Minutes 8 - 17 talking about 4 Financial Planning strategies for passing your cottage down to your kids
July 2023 Zavitz and Sykora Financial Strategies Video Newsletter
Minutes 0 - 13 talking about performance, Canada hitting 40 million population, and the start of the next bull marketMinutes 13-19 - How I made $1,000 with 2 hours of work
June 2023 Zavitz and Financial Strategies Video Newsletter
Minutes 0 - 2 discussing model portfolio performance. Minutes 3 - 12 discussing 3 performance drivers. Minutes 13 - Finish looking at Stock market performance vs Canadian Real Estate
May 2023 Zavitz and Sykora Financial Strategies Newsletter
Minutes 1 - 4 Model Performance review. Minutes 4-12, review of the new FHSA account
April 2023 Zavitz and Sykora Financial Strategies Newsletter
March 2023 Zavitz and Sykora Financial Strategies video newsletter. Minutes 0-2 talking about performance. Minutes 2-7 what happened with the Silicon Valley Bank + how are we protected in Canada. 7-10 Gold performance. Minutes 11-19, 2023 Budget review
Zavitz and Sykora March 2023 Monthly Update
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
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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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