About Us

Zavitz Financial Strategies

We are a financial services firm that provides independent financial advice in the St. Catharines area.

How We Can HelpGet in touch

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Office Team

Zavits Financial Strategies

Dealer

Mutual Funds Provided Through FundEX Investments Inc.

Mark Zavitz

CFP, CLU, B.A.

A graduate of McMaster University, Mark has also earned both the Chartered Life Underwriter and Certified Financial Planner designations. His thriving career in the life insurance / financial services industry began in 1984.

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.

Mark is a former director of the St. Catharines Hospital Foundation and shows dedication to his community by supporting organizations such as Gillian’s Place, Community Care and Niagara Nutrition Partners.

Mark has been married to his wife Sue for over 20 years and is the proud father of his son Spencer and daughter Taylor.

Mutual Funds Provided Through FundEX Investments Inc.

Mark Bowman

CFP

Mark started his career in our industry in 1998. His strong analytical abilities are supported by a Business Accounting Diploma, a Certificate in Financial Planning, the Canadian Investment Funds course as well as the Certified Financial Planner designation. Mark is also a licensed insurance representative and mortgage agent.

Mark excels at preparing complete personalized financial plans as well as tax preparation and planning.

Mark is the proud father of his daughter Ashley. When Mark is not spending time with her, you will most likely find him participating in recreational sports.

Mutual Funds Provided Through FundEX Investments Inc.

Paul Scott

Employee Benefits Specialist, GBA, RPA, CEBS

Paul has over 15 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 with CEBS (Certified Employee Benefits Specialist designation). 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.

Over twenty five years of experience working with Niagara businesses has provided Paul with extensive networking skills. His "persistent but no pressure" approach has led to many employers achieving greater corporate success. He will use his experience and insight into team dynamics to solve your toughest benefit problems – to get you the results you want.

Paul is the proud father of two fine young men. During his spare time he can be found enjoying sports car racing or holding a fishing rod in his hand.

Lorraine MacNeil-Morgan

Group Benefit Consultant, B. Comm., GBA

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.

She is a licensed life insurance agent who has a Bachelor of Commerce degree from Concordia University in Montreal, and is currently pursuing a CEBS (Certified Employee Benefits Specialist) designation.

Lorraine provides service to over 60 of our corporate client. Her responsibilities include claims experience analysis, renewal negotiation, market research, proposal requisitions and the planning/delivery of employee information meetings. Her mission: To earn long-term relationships with our clients by providing exceptional value, memorable service and expert advice.

Lorraine loves reading, movies and spending quality time with her husband and twin sons.

Cathy Black

Senior Administrative Assistant / Licensed Assistant

Cathy began her career in the financial services industry in 1993. She is a Business Accounting graduate of Niagara College who holds both Life Insurance and Canadian Investments Funds licences.

Cathy provides administrative support to our Certified Financial Planners. She reviews and processes mutual fund transaction requests as well as life and mortgage applications. Cathy is instrumental in developing and maintaining relationships with fund company partners and external providers.

With extensive computer knowledge, Cathy is efficient and goes above and beyond the call of duty to ensure that each client and his/her account receives the highest level of attention and care.

Cathy enjoys spending time with her two daughters, Cierra and Miley. Cathy has a passion for fitness and is dedicated to maintaining a healthy lifestyle.

Mutual Funds Provided Through FundEX Investments Inc.

Melanie Anderson

Receptionist / Administrative Assistant

The most recent addition to our team, Melanie will most often be the first person you encounter when contacting or visiting the office.

Her long and successful career in the Customer Service industry contributes significantly to her effectiveness as "Director of First Impressions".

Melanie provides administrative support to all of our team members and attends to the organization’s office needs. Her welcoming demeanor, attention to detail and ability to multi-task have established her as a valuable asset.

Her family and pets appreciate her almost as much as we do.