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The ZSF Team


Recent Articles

The Changing Business Cycle

Posted on: May 9, 2022
Business, investing and life in general follow predictable ebbs and flows. The Business Cycle is no exception. This is the cycle whereby the economy goes through strong growth periods, weaker growth periods and everything in between. Governments...
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Dollar Cost Averaging

Posted on: May 9, 2022
Let us imagine that you have a plan to be a wise investor and use your funds to make strategic deposits into your various investment funds. You've heard about the investment strategy of buying any time the market is low with the plan of selling...
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Preparing for Wealth Transfer

Posted on: May 9, 2022
By 2026, an estimated $1 trillion in personal wealth will be transferred from one generation to the next in Canada1, the largest transfer of wealth in our country's history. This transition involves financial complexities for both benefactors and...
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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:

  • Our Approach
  • Retirement Planning
  • Estate Planning
  • Portfolio Analysis
  • Insurance Analysis

We are never satisfied until you are.

Contact

  • Unit #3
    271 Merritt Street
    St. Catharines, ON L2T 1K1
  • (905) 227-7479
  • (905) 227-3028
  • greg@zsfinancial.ca

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Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

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