Zak Goldman | MBA, FEA
As a founding partner, and insurance advisor with Sterling Park Financial Group, Zak Goldman has spent the last 17 years working primarily with business owners to take advantage of insurance planning to protect their business and family wealth over the long term.
In an increasingly complex tax environment the value of experienced advice is paramount to protecting your wealth and family. Zak offers a practiced program using real numbers to minimize taxes while maximizing estate value and protecting wealth through insurance strategies.
His FAMILY ENTERPRISE ADVISOR™ (FEA) designation allows him to bring timely and thoughtful solutions to the family table, facilitates deeper relationships with family enterprise clients and a broadened perspective of the issues business families face – including generational transition.
With an FEA designation and an MBA from the Rotman School of Business at the University of Toronto, Zak continues his education as an active member of CALU – the Conference for Advance Life Underwriting. He and his family live in Toronto. They started the Avery Goldman Fund in memory of their son who passed away at birth, and for his twin brother Blake, who spent six months at the NICU at Mount Sinai Hospital.