Members

Ben Zavitz

Listowel

Wealth Labs

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Ben Zavitz

Member Bio

(This member hasn't written a bio yet!)

Hello! I have been a financial advisor since 2016. In 2017, I obtained my Chartered Life Underwriter designation. In 2019, I received my Certified Financial Planning designation to serve my clients better. In 2021, I left a national financial company and created Wealth Labs Inc. I created Wealth Labs Inc. as your go-to place for financial products such as mortgage, life & health insurance, investments, and group health/retirement benefits. By brokering the whole market for each product, we can get you the best product at the best price.

Hello! I have been a financial advisor since 2016. In 2017, I obtained my Chartered Life Underwriter designation. In 2019, I received my Certified Financial Planning designation to serve my clients better.

In 2021, I left a national financial company and created Wealth Labs Inc. I created Wealth Labs Inc. as your go-to place for financial products such as mortgage, life & health insurance, investments, and group health/retirement benefits. By brokering the whole market for each product, we can get you the best product at the best price.

Specializations

Corporate Insurance Planning
Financial Planning
Group Insurance Planning
Group Investment Planning
Insurance Planning
Retirement Income Planning

Designation(s)

CFP (Canada)
CLU

Compensation Models

Insurance Commission
Fee based (AUM)

Professional Associations

Advocis

Education

University

Assets Under Management

Less than 10,000,000

Practice Size

1

Investment License

None

Provinces Licensed (Investment)

Ontario
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.