Welcome to Zaza Financial Group, we oversee and manage financial and personal affairs with a view to sustaining family wealth and well-being for generations.
As a specialized advisory firm providing integrated planning tied to your family values we can help you realize your goals and manage risk and investments in support of those goals. To provide tailored strategic counsel, we take a holistic view. We consider all aspects of your finances – from family continuity goals to investments, tax, estate and trust to philanthropy.
The expertise of our hand picked team, unique approach and specialized services has earned us the reputation as one of Canada’s leading mass affluent Multi-Family Office firms.
Zaza Financial is a wholly owned division of the Zaza Financial Group of companies. The Zaza Financial Group is a privately held Canadian based company that offers peace of mind by providing access to highly experienced tax lawyers and accountants, family law lawyers, estate lawyers, corporate lawyers, real estate lawyers, accident lawyers, pension lawyers, pension officers, research analysts, retail money managers, actuaries and dedicated bank lending specialists. As well as direct health care services from Cleveland Clinic, voted the number one hospital in the world.
As well, Zaza Financial has built strong strategic alliances with some of Canada’s highly regulated and well-capitalized Companies such as BMO, Bank of Montreal, TD Bank, Royal Bank, Bank of Nova Scotia, Canadian Imperial Bank of Commerce, Moreau Shepell, Romac Financial, Thorsteinssons Tax Lawyers, BDO International, Gowlings, Cleveland Clinic, Beach Life Insurance, Privateer Holdings, Muddy Waters Research and Arcview Group for the best in class service.