About

Meet Wealth Labs

About us

Wealth Labs was created in late 2020 as an independent financial firm focused solely on providing a frictionless financial experience. We believe independence is fundamental in providing this experience as it allows us to provide the best financial products and great technology, unhindered by the large firms’ legacy technology and bureaucracy.

We believe that financial planning, insurance products, debt products, employer benefits and personal investments can all be integrated together in one space to create your financial roadmap.

Call us old fashioned, but we believe that not everything in life can be solved by a robo-advisor but can also be more convenient than 50 pages of paper and needing to be in-person to open an investment account. Our belief is there should be a centre. One that provides you a face-to-face experience with an advisor who is directly accountable to you, while leveraging today’s technology to make the process easier.

We welcome you to Wealth Labs.

Meet Employee #1

Benjamin Zavitz

CFP, CLU

Hi, I’m Ben and I started Wealth Labs after working as a financial advisor at a large multinational financial services company for five years. My goal is simple, to be your trusted financial advisor.

Within my last five years in the industry, I have had the pleasure of assisting clients through all of life’s stages including starting a business and transitioning a business.

I believe that your financial well being directly affects your overall well being.

To be able to better serve my clients, I obtained my Chartered Life Underwriter (CLU) in 2017. The CLU designation, founded in 1927, stresses ethics, professionalism, and in-depth knowledge when delivering advice in the areas of life insurance, business planning, and estate planning.

In 2019, I obtained the Certified Financial Planning (CFP) designation. This is the global standard for financial planning encompassing taxation, insurance, retirement, and estate planning. This can include a variety of needs, such as investment planning, retirement planning, insurance, education, and so on.

In 2020, I joined the Financial Planning Association of Canada (FPAC). The goal of FPAC is to evolve the financial planning industry into a profession of qualified practitioners with the highest ethical and fiduciary standard, focused on bettering the lives of all Canadians.

I am excited to show you what Wealth Labs has to offer, and invite you to grow with us.

Benjamin Zavitz, CFP, CLU

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