We believe independence is fundamental in providing a client-focused experience. Sales quotas, bureaucracy and legacy technology often impede large financial firms. As a small independent firm, Wealth Labs Inc. can bypass those roadblocks, allowing us to focus directly on our clients’ best needs.
Led by a Certified Financial Planner® who believes pushy sales have no place in financial services, I look to bring together a holistic picture of your investments, insurance, debt, and employee or government benefits. We offer face-to-face and virtual meetings, holding ourselves directly accountable to you while leveraging today’s technology to make the process easier.
We welcome you to grow with us at Wealth Labs Inc.
Hi, I’m Ben and I started Wealth Labs Inc. 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.
In my free time I enjoy hockey, golf, squash, and the everyday marathon of chasing two small kids!
Anton is an experienced investment professional with over 8 years of expertise in portfolio management, investment analysis, and economic market research.
He holds several prestigious designations, including Chartered Financial Analyst® (CFA), Financial Risk Manager® (FRM), Financial Modeling & Valuation Analyst® (FMVA) and a Certificate in Investment Performance Measurement® (CIPM).
With a Bachelor of Commerce in finance and economics from the University of British Columbia, Anton has refined his skills through key roles at a major Canadian bank and a specialized wealth management firm, serving both high-net-worth individuals and institutional clients.
Committed to continuous professional growth, Anton remains actively engaged with the CFA Institute and stays current on market trends and research. His client-focused approach is driven by a passion for delivering innovative investment solutions, optimizing asset allocation and enhancing portfolio performance.
Anton’s guiding philosophy is predicated on enhancing the well-being of those around him through a client-centric approach characterized by his open-door policy, transparent communication, and tailored advice.
Mortgages are facilitated by BRX Mortgages, FSRA 13463. All mortgage business completed by Benjamin Zavitz, Mortgage Agent Level, license M21001768, under brokerage BRX Mortgages. Wealth Labs Inc. is not associated with the mortgages. Wealth Labs Inc. is also licensed by FSRA as a Life and Accident & Sickness Corporate Agency, license number 40722M.
