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.”
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.
PERSONAL & CORPORATE INSURANCE
Life insurance – Term and Permanent
Critical illness insurance (with return of premium)
Long term care insurance
Retirement planning (RRSP, RESP, TFSA)
Annuity and segregated funds
Guaranteed retirement – “Income for life”
SUCCESSION & ESTATE PLANNING
Insuring estate tax
Key person insurance
➤ CONTACT INFO
Tel: (514) 952-8011
Fax: (561) 287-3009
➤ CANADIAN OFFICE
1 Westmount Square #425
Westmount, QC H3Z 2P9
➤ US OFFICES
9429 Harding Ave #260
Miami, FL 33154
“The world says that time is money: I say that time is Life”
— THE LUBAVITCH REBBE
Elizabeth Leah Lipkowitz
Bachelor of Commerce
Direct: (514) 952-8011