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Zavitz Financial Strategies

  1. St. Catharines
  2. Saint Catharines Finance

Reviews, get directions and information for Zavitz Financial Strategies

"Independent Financial Planner and Independent Financial Advisor practice serving clients throughout Ontario and the Niagara Region. Offering wealth management, insurance and group benefit solutions to individuals and businesses. Partners: Greg Sykora & Mark Zavitz"
Address: 3, 271 Merritt St, St. Catharines, ON L2T 1K1, Canada
Phone: (905) 227-7479
State: Ontario
County: Niagara Regional Municipality
City: St. Catharines
Zip Code: L2T 1K1


Opening Hours

Monday: 9:00 AM – 4:30 PM
Tuesday: 9:00 AM – 4:30 PM
Wednesday: 9:00 AM – 4:30 PM
Thursday: 9:00 AM – 4:30 PM
Friday: 9:00 AM – 4:30 PM
Saturday: Closed
Sunday: Closed

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Reviews
I’ve known Greg Sykora for over 15 years, starting with his early days at Raymond James where we worked together and then we both moved to Fidelity Investments. When it comes to advanced financial planning, portfolio construction and fiduciary duty, Greg has always acted in the best interests of his clients and peers and is an asset as a financial advisor. If you’re a business owner, physician or HNW investor especially, Greg has a plethora of tax-efficient solutions that he has used to solve complex problems. I recommend Greg’s services and hold him in the highest regard.
I have known Greg for 4 years now and he is always a pleasure to deal with. He’s personable, knowledgeable and patient. I am thankful for all of his financial advice and look forward to being his client for many more years to come. I highly recommend Zavitz and Sykora Financial Strategies.
Greg & team have exceptional knowledge of financial planning and investment sophistication. I would recommend Greg & team to anyone looking for financial advice!
I've known Greg Sykora as a Finance Professional since his days as a Vice President at Mackenzie Investments. He manages my own and my family's accounts, saving us a considerable amount in fees while keeping our best interest at the forefront. I highly recommend him if you are looking for financial planning/wealth advice.
Zavitz has been handling life insurance and investments for my wife and I for over 30 years. When asked by friends and family, I haven't hesitated to refer them to Zavitz. They now handle the investments for our adult children as well. Additionally, they have long serving, knowledgeable, efficient staff that are top shelf personalities.
I’ve known Greg over 4 years. Greg and staff are knowledgeable, professional and courteous. He provided excellent explainations and investment advice. We are looking forward working with him on our will and estate planning
I have been dealing with Mark and associates for over 35 years. They have provided excellent advise for both my investments and estate planning. They have always kept my families best interest in mind and have been available to take my calls.
Greg and team are true professionals and always operate with their clients best interests as their number one priority.
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