Mitchell Zaba
Retirement Planning Specialist & Financial Advisor @Zaba Financial Group Ltd
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WORK HISTORY
Retirement Planning Specialist & Financial Advisor @Zaba Financial Group Ltd
Regina, SK, CA
Zaba Financial Group is a family-owned firm offering financial planning, retirement, tax and investment solutions• Assisting over 700 clients with financial planning, resulting in less tax to CRA; coordination with tax advisors to optimize withdrawal strategies from LIRA, RRIF, PRIF, TFSA and Corporate investment accounts, ensuring compliance and maximizing tax efficiency.• Managing retirement portfolios for high-level employees from organizations like SGI, SaskTel, SaskPower, SaskEnergy; executing tailored retirement strategies that increase guaranteed income with less market, longevity, and inflation risk. • Developed and implemented customized retirement plans for over 150 clients, focusing on deferring Canada Pension Plan benefits to age 70; this approach ensured clients received at least $120K more in free government benefits, enhancing their financial stability during retirement.
EDUCATION
FP Canada
Certified Financial Planner
ABOUT MITCHELL ZABA
Are you interested in scaling your real estate business from 6 to 7 figures a year? But not interested in taking more client calls during evenings and weekends (missing quality family time)? Would you like a ready to install system that helps you onboard all-star team members to handle your deals for you?Then consider the Run Like Clockwork system. The easiest business management system designed to scale your business’ revenue without adding more to your already full schedule. I am Mitch Zaba, Certified Clockwork Partner, Co-Founder of A Father’s Fortune, and father of 3. I used the Clockwork system to delegate my financial planning practice to my team. Now I work less than 4 hours a day while earning 6 figures and growing.My Co-Founder, Tony Oddo, is a real estate professional, Certified Clockwork Partner, and also a father of 3. Our mission is to help real estate professionals, dads, install the Clockwork system so they can spend more time and money with their family.More money, more free time. Having worked in the service industry for 12 years, I know there are 3 main challenges to handing off your business to a team:X Offloading your client relationships without sacrificing service standardsX Finding quality team members that want to help you growX Managing team performance so that revenue goals are being met. To solve these challenges, we teach a simple 3-step framework.Install our easy to follow Ideal Client Experience (ICE) checklist so that you can start to delegate real estate deal tasks.Find and hire all-star team members to run your ICE so that you’re maintaining 5-star reviews.Help you to be the CEO with our easy to use business management tools so that your team can keep your real estate business running like a well oiled factory. It’s the magic of the Clockwork system. It\'s a step-by-step system to help you reach a million dollars in revenue without losing your evenings and weekends with your family. Do you want a sneak peak of our Real Estate business tools?Download our Free Ultimate Real Estate Toolkit and get tons of ready to use templates-Ideal Client Experience Checklists-Assistant Hiring Templates-Team Meeting Agendas-Referral Systems-Business Metrics DashboardsClick the link in my bio to get your FREE to your inbox. P.S. I’ll even throw in our deep-dive video on the 3-Step Formula to Effective Delegation including exact steps to start scaling your real estate business to consistent 50K/months.
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