Zapshalla Rusnak Financial Services

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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Let's work together

We help new and established medical and dental practitioners adapt to the diverse Canadian insurance and investment marketplace.

 

As a team, our goal is to give exceptional service to Clients. With our team of advisors and supporting staff, we are able to give you the experience you deserve. With over 30 years of experience, you can feel confident that we can help you reach your goals.

 

You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach fit to your needs.

 

Contact our office to get started. Let’s talk.

Specializing in physicians and dental practitioners

We travel through Canada to work with new and established medical and dental practitioners. We help them adapt to the diverse Canadian insurance and investment marketplace. In addition, we help maximize and preserve their wealth. We do this by consulting with other medical professionals who have faced similar financial challenges. We can help you with tax-saving methods that include corporate exemptions, pension plans, trusts and corporate investments. We also help integrate Clients’ life, disability and critical illness coverage to compliment the plans they may already have in place.

 

We network with accountants, immigration lawyers, financial planners and other professionals who also specialize in providing services to physicians from around the world who join our Canadian health care system.  

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.