Life Insurance & Estate Planning
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Nadavot Financial Services

Life Insurance & Estate Planning

I recommend Leah Lipkowitz for all your life insurance needs. She reviewed mine and saved me a fortune.
— CLIENT
We have successfully placed over $200,000,000 in permanent life insurance in 2017.
— Leah Lipkowitz
 
  LEAH LIPKOWITZ

LEAH LIPKOWITZ

Once upon a time, there was a girl named Leah. She was really good with numbers.

So her father told her that she should pursue a bachelor of commerce degree at McGill University in finance and accounting. And not surprisingly, she was graduated at the top of her class.

She began taking insurance classes before joining National Bank of Canada as one of its youngest financial services directors when she was 21. The following year, Leah was bitten by the creative bug and she became an entrepreneur. She went on to become a successful and respected publisher of interior design magazines in four cities. 

She launched Montreal Home, Toronto Home, Vancouver Home and South Florida Home magazines.

And she was the design correspondent on Global Television in Montreal for two years. Leah has been honoured with many awards for her business achievements, including the highly coveted Top 100 Women in Business for four consecutive years.

After enjoying a creative career, Leah decided to return to her financial roots and become a financial security advisor. She follows her father’s advice, doing what she does best, protecting the finances of those she loves with strategic and conservative financial planning.

In the first year of her new career, Leah is already one of the most successful financial security advisors in the country, handling some of the largest and most complex files.


 

Contact Us

☎ PRIMARY ContactS

Elizabeth Leah Lipkowitz
Fiancnial Security Advisor

leah@nadavot.com
Direct: (514) 952-8011

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David Emmanuel Kakon
Math Honours, B.Sc.

david@nadavot.com
Direct: (514) 574-0233

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Office Locations

➤ QUEBEC Office

1 Westmount Square #425
Westmount, QC. H3Z 2P9
Tel: (514) 613-3145
info@nadavot.com

➤ ONTARIO Office

5705 Cancross Court, #200 Mississauga, ON. L5R 3E9
Tel: (647) 360-5770
info@nadavot.com


Professional Services


PERSONAL & CORPORATE INSURANCE

Life insurance – Term and Permanent
Disability insurance
Critical illness insurance (with return of premium)
Long term care insurance


FINANCIAL INVESTMENTS

Retirement planning (RRSP, RESP, TFSA, IPP)
Annuity and segregated funds
Guaranteed retirement plans – “Income for life”
Flow Through Shares Investment Strategies


SUCCESSION & ESTATE planning

Insuring estate tax
Buy-sell agreements
Key person insurance
Wealth transfer

 

 
The world says that time is money: I say that time is Life
— The Lubavitch Rebbe
 

 

Get in touch.

Use the form below to contact us regarding your financial enquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.

For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.

 
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