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

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 graduated on the Dean’s honour list Summa cum laude.

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 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 third 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.

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)
  • Annuity and segregated funds
  • Guaranteed retirement – “Income for life”

SUCCESSION & ESTATE PLANNING

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

Office Locations

➤ CONTACT INFO

Tel: 1 (833) 613-3145

Fax: 1 (561) 287-3009

Email: info@nadavot.com


➤ CANADIAN OFFICE

MONTREAL

1 Westmount Square #425

Westmount, QC H3Z 2P9


➤ US OFFICES

NEW YORK

99 Park Avenue #1910

New York, NY 10016

MIAMI

9429 Harding Ave #260

Miami, FL 33154

“The world says that time is money: I say that time is Life”

— THE LUBAVITCH REBBE

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Primary Contacts

Elizabeth Leah Lipkowitz

Bachelor of Commerce

leah@nadavot.com

Canada: (514) 952-8011

USA: (212) 464-7143


David Emmanuel Kakon

Pure Math Honours, B.Sc.

david@nadavot.com

Canada: (514) 574-0233

USA: (310) 807-5726