Zaba Financial Group Ltd.

03/08/2024

How to take advantage of massive tax savings in retirement using the Golden Window strategy.

01/01/2024

New year means RRSP season is upon us. Starting or contributing to a RRSP can be a great financial goal.

12/31/2023

Happy New Year! 🥂

12/24/2023

Merry Christmas!

11/24/2023

11/01/2023

A Certified Financial Planner® certification is the world’s most recognized financial planning designation and is considered the ‘gold standard’ for the profession.

At Zaba Financial Group, we’re here to help. Planning for all generations.

-Brian, Tyler and Mitch

10/31/2023

Whose afraid of the big, bad financial advisor? Surprisingly (to us - we think we’re friendly?), a lot of people are hesitant to contact a financial advisor and start financial planning. Some people have high anxiety at the thought - there is even a name for it Financial Advisor Anxiety (FAA)!

Let’s shine a light on those fears!

1) We Won’t Have Time for You. And You’re Unfamiliar with the Jargon.
🔦 Explain something again? Repeat that? Use non industry words and terms to explain? Happy to. Hesitant to come in or call with a minor financial concern? Don’t be. We take you and your money seriously.

2) We’ll Share Your Information and/or Judged You on Past Behaviours.
🔦It isn’t our place to judge or criticize any financial decisions you’ve made. What’s in the past is in the past. Our place is helping and guiding you starting today. We NEVER share your personal information with anyone. This time you R
truly can say never.

3) You’re Uncomfortable Talking About Personal Financial Matters with Others.
🔦 Honestly a lot of people feel this way. Before you get financially naked, let’s build a strong rapport and trust.

No tricks! Treat yourself to financial planning to grow your wealth.

Happy Halloween! 🍬

10/25/2023

As our economy continues to slow as well as indications that supply and demand are now approaching balance, the BoC left its benchmark interest rate unchanged at 5.0 per cent today as widely expected.

“With clearer signs that monetary policy is moderating spending and relieving price pressures,” reads the release from the bank. “Governing Council decided to hold the policy rate at 5 per cent and to continue to normalize the bank’s balance sheet.”

They also cautioned that “progress towards price stability is slow and inflationary risks have increased,”. The economy is expected to remain weak throughout 2024, before picking up to 2.5 per cent in 2025.

The next Monetary Policy Report is expected on Jan. 24, 2024.

10/24/2023

10/19/2023

Your WHY will help you WIN.

Why do you want to get out of debt?
Why do you want to stop living pay check to pay check?
Why do you want to grow your wealth?
Why do you want to create generational wealth?